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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 | $47,713 | $123,750-61.4% | $69,611-31.5% | $145,877-67.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 11.19% | 192.03%-180.8pp | 101.14%-89.9pp | 551.28%-540.1pp |
| Employer contribution / active EE | $4,720 | $2,672+76.7% | $1,709+176.2% | $4,663+1.2% |
| Participant deferral / active EE | $14,908 | $4,243+251.4% | $2,891+415.7% | $6,691+122.8% |
| Admin fee / account holder | $2,451 | $7,817-68.6% | $4,696-47.8% | $13,402-81.7% |