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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 | $192,031 | $106,905+79.6% | $84,020+128.6% | $152,885+25.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.73% | 105.00%-83.3pp | 71.31%-49.6pp | 345.39%-323.7pp |
| Employer contribution / active EE | $3,108 | $2,735+13.6% | $1,984+56.7% | $4,763-34.8% |
| Participant deferral / active EE | $4,306 | $4,012+7.3% | $3,239+33.0% | $5,851-26.4% |
| Admin fee / account holder | $504 | $8,287-93.9% | $6,101-91.7% | $11,598-95.7% |