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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 | $213,001 | $90,530+135.3% | $76,030+180.2% | $145,897+46.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.60% | 625.08%-614.5pp | 361.54%-350.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $2,578 | $3,319-22.3% | $2,688-4.1% | $4,663-44.7% |
| Participant deferral / active EE | $5,508 | $5,164+6.7% | $4,257+29.4% | $6,689-17.7% |
| Admin fee / account holder | $33,096 | $8,383+294.8% | $6,421+415.5% | $13,390+147.2% |