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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 | $228,866 | $111,814+104.7% | $93,654+144.4% | $145,959+56.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.83% | 203.30%-186.5pp | 133.34%-116.5pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,862 | $3,092-39.8% | $2,421-23.1% | $4,661-60.0% |
| Participant deferral / active EE | $1,848 | $4,914-62.4% | $4,413-58.1% | $6,689-72.4% |
| Admin fee / account holder | $1,277 | $10,246-87.5% | $8,282-84.6% | $13,398-90.5% |