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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 | $96,678+129.9% | $86,640+156.5% | $139,466+59.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.51% | 106.69%-89.2pp | 592.52%-575.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $9,251 | $3,265+183.3% | $3,024+205.9% | $4,754+94.6% |
| Participant deferral / active EE | $5,925 | $4,837+22.5% | $4,438+33.5% | $6,712-11.7% |
| Admin fee / account holder | $3,994 | $6,410-37.7% | $5,616-28.9% | $11,409-65.0% |