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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 | $125,184+75.0% | $105,607+107.4% | $145,884+50.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.41% | 225.00%-216.6pp | 116.11%-107.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $10,787 | $3,720+190.0% | $3,167+240.6% | $4,662+131.4% |
| Participant deferral / active EE | $9,293 | $5,714+62.6% | $5,011+85.4% | $6,690+38.9% |
| Admin fee / account holder | $77,433 | $17,133+351.9% | $10,958+606.6% | $13,392+478.2% |