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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 | $215,903 | $109,967+96.3% | $97,197+122.1% | $145,877+48.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.53% | 244.27%-229.7pp | 75.47%-60.9pp | 551.28%-536.8pp |
| Employer contribution / active EE | $4,047 | $3,077+31.5% | $2,723+48.6% | $4,663-13.2% |
| Participant deferral / active EE | $15,137 | $4,676+223.7% | $4,263+255.0% | $6,691+126.2% |
| Admin fee / account holder | $851 | $6,199-86.3% | $5,637-84.9% | $13,402-93.7% |