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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 | $228,477 | $111,785+104.4% | $93,669+143.9% | $145,877+56.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.02% | 203.79%-194.8pp | 133.59%-124.6pp | 551.28%-542.3pp |
| Employer contribution / active EE | $3,428 | $3,096+10.7% | $2,424+41.4% | $4,663-26.5% |
| Participant deferral / active EE | $9,158 | $4,919+86.2% | $4,416+107.4% | $6,691+36.9% |
| Admin fee / account holder | $19,443 | $10,256+89.6% | $8,291+134.5% | $13,402+45.1% |