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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 | $186,975 | $129,476+44.4% | $93,515+99.9% | $158,982+17.6% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 22.22% | 118.56%-96.3pp | 78.21%-56.0pp | 302.99%-280.8pp |
| Employer contribution / active EE | $7,540 | $2,717+177.5% | $2,077+263.0% | $4,763+58.3% |
| Participant deferral / active EE | $7,542 | $3,916+92.6% | $3,129+141.1% | $5,983+26.0% |
| Admin fee / account holder | $745 | $7,396-89.9% | $5,235-85.8% | $11,252-93.4% |