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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 | $248,445 | $106,008+134.4% | $92,240+169.3% | $147,586+68.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.75% | 50.05%-35.3pp | 176.29%-161.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $4,826 | $4,333+11.4% | $3,680+31.2% | $4,876-1.0% |
| Participant deferral / active EE | $13,350 | $4,478+198.1% | $3,897+242.6% | $5,439+145.5% |
| Admin fee / account holder | $2,002 | $6,333-68.4% | $5,194-61.5% | $10,886-81.6% |