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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 | $219,048 | $125,193+75.0% | $105,591+107.4% | $145,978+50.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.41% | 225.53%-217.1pp | 116.43%-108.0pp | 550.52%-542.1pp |
| Employer contribution / active EE | $10,787 | $3,718+190.1% | $3,166+240.7% | $4,662+131.4% |
| Participant deferral / active EE | $9,293 | $5,708+62.8% | $5,008+85.5% | $6,690+38.9% |
| Admin fee / account holder | $77,433 | $17,277+348.2% | $11,024+602.4% | $13,400+477.8% |