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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 | $90,691+134.9% | $76,119+179.8% | $145,884+46.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.60% | 624.52%-613.9pp | 361.25%-350.6pp | 551.85%-541.2pp |
| Employer contribution / active EE | $2,578 | $3,329-22.6% | $2,693-4.3% | $4,662-44.7% |
| Participant deferral / active EE | $5,508 | $5,167+6.6% | $4,259+29.3% | $6,690-17.7% |
| Admin fee / account holder | $33,096 | $8,383+294.8% | $6,421+415.4% | $13,392+147.1% |