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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 | $210,503 | $109,967+91.4% | $97,197+116.6% | $145,877+44.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.67% | 244.27%-233.6pp | 75.47%-64.8pp | 551.28%-540.6pp |
| Employer contribution / active EE | $3,060 | $3,077-0.5% | $2,723+12.4% | $4,663-34.4% |
| Participant deferral / active EE | $9,650 | $4,676+106.4% | $4,263+126.3% | $6,691+44.2% |
| Admin fee / account holder | $1,691 | $6,199-72.7% | $5,637-70.0% | $13,402-87.4% |