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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 | $194,619 | $100,203+94.2% | $85,240+128.3% | $145,897+33.4% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 13.24% | 84.28%-71.0pp | 66.75%-53.5pp | 552.29%-539.0pp |
| Employer contribution / active EE | $3,312 | $3,242+2.2% | $2,735+21.1% | $4,663-29.0% |
| Participant deferral / active EE | $9,961 | $5,299+88.0% | $4,527+120.0% | $6,689+48.9% |
| Admin fee / account holder | $303,476 | $7,265+4077.2% | $6,165+4822.7% | $13,390+2166.4% |