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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 | $182,611 | $111,785+63.4% | $93,669+95.0% | $145,877+25.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.86% | 203.79%-192.9pp | 133.59%-122.7pp | 551.28%-540.4pp |
| Employer contribution / active EE | $10,912 | $3,096+252.5% | $2,424+350.3% | $4,663+134.0% |
| Participant deferral / active EE | $6,493 | $4,919+32.0% | $4,416+47.0% | $6,691-3.0% |
| Admin fee / account holder | $1,218 | $10,256-88.1% | $8,291-85.3% | $13,402-90.9% |