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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 | $221,004 | $111,878+97.5% | $93,727+135.8% | $145,897+51.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.47% | 204.28%-192.8pp | 133.83%-122.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $23,492 | $3,092+659.7% | $2,421+870.2% | $4,663+403.8% |
| Participant deferral / active EE | $10,000 | $4,920+103.2% | $4,417+126.4% | $6,689+49.5% |
| Admin fee / account holder | $827 | $10,256-91.9% | $8,292-90.0% | $13,390-93.8% |