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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 | $210,679 | $90,691+132.3% | $76,119+176.8% | $145,884+44.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 49.83% | 624.52%-574.7pp | 361.25%-311.4pp | 551.85%-502.0pp |
| Employer contribution / active EE | $2,398 | $3,329-28.0% | $2,693-10.9% | $4,662-48.6% |
| Participant deferral / active EE | $2,398 | $5,167-53.6% | $4,259-43.7% | $6,690-64.2% |
| Admin fee / account holder | $9,217 | $8,383+9.9% | $6,421+43.5% | $13,392-31.2% |