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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 | $203,504 | $100,139+103.2% | $85,187+138.9% | $145,884+39.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.77% | 84.15%-75.4pp | 66.67%-57.9pp | 551.85%-543.1pp |
| Employer contribution / active EE | $9,973 | $3,238+208.0% | $2,732+265.0% | $4,662+113.9% |
| Participant deferral / active EE | $13,622 | $5,296+157.2% | $4,525+201.0% | $6,690+103.6% |
| Admin fee / account holder | $145,064 | $7,262+1897.5% | $6,162+2254.2% | $13,392+983.2% |