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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 | $217,519 | $96,643+125.1% | $86,617+151.1% | $139,456+56.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.99% | 106.57%-88.6pp | 591.91%-573.9pp | 373.45%-355.5pp |
| Employer contribution / active EE | $8,707 | $3,264+166.7% | $3,023+188.0% | $4,753+83.2% |
| Participant deferral / active EE | $11,068 | $4,835+128.9% | $4,437+149.4% | $6,711+64.9% |
| Admin fee / account holder | $3,074 | $6,406-52.0% | $5,613-45.2% | $11,407-73.0% |