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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 | $228,223 | $115,810+97.1% | $101,271+125.4% | $158,966+43.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.98% | 56.15%-44.2pp | 46.48%-34.5pp | 302.95%-291.0pp |
| Employer contribution / active EE | $2,496 | $4,175-40.2% | $3,660-31.8% | $4,762-47.6% |
| Participant deferral / active EE | $13,715 | $4,958+176.6% | $4,371+213.8% | $5,983+129.2% |
| Admin fee / account holder | $2,140 | $7,248-70.5% | $5,948-64.0% | $11,250-81.0% |