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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 | $184,775 | $102,547+80.2% | $78,210+136.3% | $147,586+25.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 24.63% | 51.08%-26.5pp | 40.90%-16.3pp | 578.59%-554.0pp |
| Employer contribution / active EE | $4,040 | $2,617+54.4% | $2,034+98.7% | $4,876-17.1% |
| Participant deferral / active EE | $4,539 | $3,481+30.4% | $2,823+60.8% | $5,439-16.5% |
| Admin fee / account holder | $558 | $5,059-89.0% | $3,758-85.2% | $10,886-94.9% |