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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 | $120,506 | $67,823+77.7% | $52,425+129.9% | $137,256-12.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 11.88% | 219.11%-207.2pp | 302.12%-290.2pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,289 | $1,163+96.8% | $914+150.3% | $4,156-44.9% |
| Participant deferral / active EE | $22,054 | $2,288+863.9% | $1,790+1131.7% | $6,407+244.2% |
| Admin fee / account holder | $5,057 | $2,844+77.8% | $2,495+102.7% | $12,270-58.8% |