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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 | $222,238 | $96,643+130.0% | $86,617+156.6% | $139,456+59.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.51% | 106.57%-89.1pp | 591.91%-574.4pp | 373.45%-355.9pp |
| Employer contribution / active EE | $9,251 | $3,264+183.4% | $3,023+206.0% | $4,753+94.6% |
| Participant deferral / active EE | $5,925 | $4,835+22.6% | $4,437+33.5% | $6,711-11.7% |
| Admin fee / account holder | $3,994 | $6,406-37.7% | $5,613-28.8% | $11,407-65.0% |