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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 | $227,097 | $118,708+91.3% | $98,920+129.6% | $158,982+42.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.47% | 372.49%-362.0pp | 196.47%-186.0pp | 302.99%-292.5pp |
| Employer contribution / active EE | $3,249 | $3,334-2.5% | $2,689+20.8% | $4,763-31.8% |
| Participant deferral / active EE | $8,445 | $5,089+65.9% | $4,245+98.9% | $5,983+41.1% |
| Admin fee / account holder | $41,694 | $10,134+311.4% | $6,643+527.7% | $11,252+270.6% |