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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 | $248,522 | $165,939+49.8% | $122,354+103.1% | $147,585+68.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.94% | 34.56%-18.6pp | 30.28%-14.3pp | 578.58%-562.6pp |
| Employer contribution / active EE | $20,982 | $5,754+264.6% | $4,051+418.0% | $4,876+330.3% |
| Participant deferral / active EE | $10,050 | $4,005+150.9% | $3,287+205.7% | $5,439+84.8% |
| Admin fee / account holder | $1,542 | $7,425-79.2% | $5,479-71.9% | $10,886-85.8% |