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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 | $245,091 | $121,677+101.4% | $104,625+134.3% | $158,966+54.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 55.36% | 465.58%-410.2pp | 340.60%-285.2pp | 302.95%-247.6pp |
| Employer contribution / active EE | $2,071 | $3,165-34.6% | $2,681-22.8% | $4,762-56.5% |
| Participant deferral / active EE | $15,525 | $4,175+271.8% | $3,738+315.4% | $5,983+159.5% |
| Admin fee / account holder | $5,072 | $7,777-34.8% | $6,465-21.5% | $11,250-54.9% |