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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 | $230,042 | $90,530+154.1% | $76,030+202.6% | $145,897+57.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.32% | 625.08%-611.8pp | 361.54%-348.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $36,096 | $3,319+987.4% | $2,688+1243.1% | $4,663+674.2% |
| Participant deferral / active EE | $18,125 | $5,164+251.0% | $4,257+325.8% | $6,689+171.0% |
| Admin fee / account holder | $1,680 | $8,383-80.0% | $6,421-73.8% | $13,390-87.5% |