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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 | $215,448 | $144,130+49.5% | $117,860+82.8% | $147,585+46.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.28% | 531.20%-513.9pp | 335.10%-317.8pp | 578.58%-561.3pp |
| Employer contribution / active EE | $2,777 | $4,897-43.3% | $3,786-26.6% | $4,876-43.0% |
| Participant deferral / active EE | $7,696 | $5,316+44.8% | $4,482+71.7% | $5,439+41.5% |
| Admin fee / account holder | $3,077 | $10,887-71.7% | $8,021-61.6% | $10,886-71.7% |