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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 | $248,756 | $114,093+118.0% | $96,171+158.7% | $167,536+48.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.67% | 190.00%-176.3pp | 192.04%-178.4pp | 478.82%-465.1pp |
| Employer contribution / active EE | $860 | $3,429-74.9% | $2,799-69.3% | $4,839-82.2% |
| Participant deferral / active EE | $1,308 | $5,197-74.8% | $4,350-69.9% | $6,342-79.4% |
| Admin fee / account holder | $27,836 | $6,899+303.5% | $5,538+402.6% | $12,315+126.0% |