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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 | $237,421 | $114,073+108.1% | $96,161+146.9% | $167,518+41.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.44% | 189.95%-173.5pp | 192.01%-175.6pp | 478.71%-462.3pp |
| Employer contribution / active EE | $6,608 | $3,428+92.7% | $2,798+136.2% | $4,838+36.6% |
| Participant deferral / active EE | $4,049 | $5,195-22.1% | $4,349-6.9% | $6,342-36.1% |
| Admin fee / account holder | $6,381 | $6,899-7.5% | $5,538+15.2% | $12,312-48.2% |