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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 | $208,720 | $103,038+102.6% | $90,324+131.1% | $152,909+36.5% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.5%+11.3pp |
| Annual return | 17.71% | 95.25%-77.5pp | 78.15%-60.4pp | 345.46%-327.8pp |
| Employer contribution / active EE | $908 | $3,141-71.1% | $2,856-68.2% | $4,764-80.9% |
| Participant deferral / active EE | $2,700 | $4,282-37.0% | $3,885-30.5% | $5,851-53.9% |
| Admin fee / account holder | $50,451 | $6,177+716.7% | $5,356+842.0% | $11,601+334.9% |