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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 | $183,224 | $84,708+116.3% | $75,714+142.0% | $167,536+9.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.24% | 199.62%-186.4pp | 104.62%-91.4pp | 478.82%-465.6pp |
| Employer contribution / active EE | $14,023 | $3,231+334.0% | $2,744+411.1% | $4,839+189.8% |
| Participant deferral / active EE | $5,962 | $4,577+30.2% | $3,820+56.1% | $6,342-6.0% |
| Admin fee / account holder | $1,545 | $5,358-71.2% | $3,619-57.3% | $12,315-87.5% |