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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 | $169,985 | $72,071+135.9% | $68,368+148.6% | $137,256+23.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.79% | 353.14%-334.4pp | 292.57%-273.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $30,279 | $2,788+986.1% | $2,649+1043.1% | $4,156+628.6% |
| Participant deferral / active EE | $2,905 | $4,410-34.1% | $4,123-29.5% | $6,407-54.7% |
| Admin fee / account holder | $1,052 | $5,336-80.3% | $5,150-79.6% | $12,270-91.4% |