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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 | $193,721 | $99,652+94.4% | $78,778+145.9% | $147,586+31.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.63% | 47.28%-32.7pp | 35.62%-21.0pp | 578.59%-564.0pp |
| Employer contribution / active EE | $8,063 | $2,796+188.4% | $1,986+306.1% | $4,876+65.4% |
| Participant deferral / active EE | $6,330 | $3,664+72.8% | $2,958+114.0% | $5,439+16.4% |
| Admin fee / account holder | $24,083 | $7,155+236.6% | $5,134+369.1% | $10,886+121.2% |