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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 | $239,820 | $162,529+47.6% | $130,788+83.4% | $154,746+55.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.40% | 510.48%-497.1pp | 386.44%-373.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,633 | $4,447-63.3% | $3,558-54.1% | $4,379-62.7% |
| Participant deferral / active EE | $14,016 | $4,808+191.5% | $4,137+238.8% | $6,730+108.3% |
| Admin fee / account holder | $41,587 | $7,669+442.3% | $6,673+523.2% | $14,365+189.5% |