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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 | $170,278 | $96,691+76.1% | $86,656+96.5% | $139,487+22.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.43% | 106.87%-95.4pp | 593.09%-581.7pp | 373.84%-362.4pp |
| Employer contribution / active EE | $8,582 | $3,267+162.7% | $3,025+183.7% | $4,755+80.5% |
| Participant deferral / active EE | $22,433 | $4,838+363.7% | $4,439+405.3% | $6,713+234.2% |
| Admin fee / account holder | $61,845 | $6,414+864.2% | $5,619+1000.7% | $11,407+442.2% |