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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 | $230,333 | $109,411+110.5% | $89,435+157.5% | $158,982+44.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.07% | 345.68%-329.6pp | 245.55%-229.5pp | 302.99%-286.9pp |
| Employer contribution / active EE | $3,316 | $3,173+4.5% | $2,587+28.2% | $4,763-30.4% |
| Participant deferral / active EE | $6,484 | $4,600+41.0% | $3,890+66.7% | $5,983+8.4% |
| Admin fee / account holder | $11,623 | $6,159+88.7% | $4,884+138.0% | $11,252+3.3% |