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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 | $226,256 | $109,904+105.9% | $97,167+132.9% | $145,959+55.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.78% | 243.43%-233.7pp | 75.27%-65.5pp | 561.95%-552.2pp |
| Employer contribution / active EE | $3,750 | $3,084+21.6% | $2,729+37.4% | $4,661-19.5% |
| Participant deferral / active EE | $3,813 | $4,676-18.5% | $4,264-10.6% | $6,689-43.0% |
| Admin fee / account holder | $493 | $6,216-92.1% | $5,650-91.3% | $13,398-96.3% |