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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 | $181,526 | $90,614+100.3% | $76,089+138.6% | $145,877+24.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.64% | 623.80%-613.2pp | 360.94%-350.3pp | 551.28%-540.6pp |
| Employer contribution / active EE | $8,283 | $3,324+149.2% | $2,690+207.9% | $4,663+77.6% |
| Participant deferral / active EE | $7,883 | $5,168+52.5% | $4,259+85.1% | $6,691+17.8% |
| Admin fee / account holder | $2,727 | $8,376-67.4% | $6,418-57.5% | $13,402-79.7% |