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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 | $218,849 | $100,938+116.8% | $90,461+141.9% | $158,982+37.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.97% | 1727.20%-1714.2pp | 1294.76%-1281.8pp | 302.99%-290.0pp |
| Employer contribution / active EE | $3,408 | $3,691-7.7% | $3,264+4.4% | $4,763-28.4% |
| Participant deferral / active EE | $6,490 | $4,350+49.2% | $3,964+63.7% | $5,983+8.5% |
| Admin fee / account holder | $2,246 | $6,510-65.5% | $5,617-60.0% | $11,252-80.0% |