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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 | $223,814 | $70,121+219.2% | $63,803+250.8% | $138,895+61.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 15.11% | 946.48%-931.4pp | 543.72%-528.6pp | 145.39%-130.3pp |
| Employer contribution / active EE | $9,542 | $2,882+231.1% | $2,532+276.8% | $4,194+127.5% |
| Participant deferral / active EE | $4,804 | $4,535+5.9% | $3,843+25.0% | $6,396-24.9% |
| Admin fee / account holder | $350 | $6,738-94.8% | $5,196-93.3% | $12,562-97.2% |