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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 | $187,218 | $90,614+106.6% | $76,089+146.1% | $145,877+28.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.04% | 623.80%-604.8pp | 360.94%-341.9pp | 551.28%-532.2pp |
| Employer contribution / active EE | $23,955 | $3,324+620.6% | $2,690+790.5% | $4,663+413.7% |
| Participant deferral / active EE | $3,799 | $5,168-26.5% | $4,259-10.8% | $6,691-43.2% |
| Admin fee / account holder | $1,679 | $8,376-80.0% | $6,418-73.8% | $13,402-87.5% |