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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,367 | $92,766+154.8% | $82,763+185.6% | $134,545+75.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 5.81% | 946.97%-941.2pp | 702.45%-696.6pp | 418.37%-412.6pp |
| Employer contribution / active EE | $10,838 | $3,273+231.1% | $3,008+260.3% | $4,742+128.6% |
| Participant deferral / active EE | $5,796 | $4,802+20.7% | $4,395+31.9% | $6,401-9.5% |
| Admin fee / account holder | $82,262 | $5,978+1276.2% | $5,325+1444.8% | $11,431+619.7% |