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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 | $110,039+105.6% | $97,260+132.6% | $145,884+55.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.78% | 244.44%-234.7pp | 75.54%-65.8pp | 551.85%-542.1pp |
| Employer contribution / active EE | $3,750 | $3,074+22.0% | $2,721+37.8% | $4,662-19.6% |
| Participant deferral / active EE | $3,813 | $4,674-18.4% | $4,262-10.5% | $6,690-43.0% |
| Admin fee / account holder | $493 | $6,204-92.1% | $5,640-91.3% | $13,392-96.3% |