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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 | $195,675 | $96,508+102.8% | $75,901+157.8% | $152,897+28.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 12.88% | 33.99%-21.1pp | 30.76%-17.9pp | 345.43%-332.5pp |
| Employer contribution / active EE | $12,119 | $3,310+266.1% | $2,501+384.6% | $4,764+154.4% |
| Participant deferral / active EE | $7,525 | $4,554+65.3% | $3,603+108.8% | $5,851+28.6% |
| Admin fee / account holder | $1,916 | $8,081-76.3% | $5,420-64.7% | $11,599-83.5% |