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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 | $215,845 | $149,040+44.8% | $120,225+79.5% | $137,256+57.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.23% | 605.68%-587.5pp | 439.23%-421.0pp | 220.34%-202.1pp |
| Employer contribution / active EE | $17,020 | $4,350+291.3% | $3,475+389.7% | $4,156+309.5% |
| Participant deferral / active EE | $15,299 | $4,655+228.7% | $3,999+282.6% | $6,407+138.8% |
| Admin fee / account holder | $2,797 | $6,348-55.9% | $5,696-50.9% | $12,270-77.2% |