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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 | $236,359 | $106,008+123.0% | $92,240+156.2% | $147,586+60.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.25% | 50.05%-39.8pp | 176.29%-166.0pp | 578.59%-568.3pp |
| Employer contribution / active EE | $2,169 | $4,333-49.9% | $3,680-41.0% | $4,876-55.5% |
| Participant deferral / active EE | $10,640 | $4,478+137.6% | $3,897+173.0% | $5,439+95.6% |
| Admin fee / account holder | $1,122 | $6,333-82.3% | $5,194-78.4% | $10,886-89.7% |