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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 | $208,454 | $81,696+155.2% | $70,494+195.7% | $158,982+31.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 27.87% | 208.70%-180.8pp | 109.16%-81.3pp | 302.99%-275.1pp |
| Employer contribution / active EE | $24,036 | $3,220+646.5% | $2,738+777.8% | $4,763+404.6% |
| Participant deferral / active EE | $8,800 | $4,558+93.1% | $3,711+137.2% | $5,983+47.1% |
| Admin fee / account holder | $1,481 | $6,200-76.1% | $3,848-61.5% | $11,252-86.8% |