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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 | $242,387 | $70,121+245.7% | $63,803+279.9% | $138,895+74.5% |
| Participation rate | 95.2% | 77.2%+18.0pp | 72.7%+22.5pp | 79.9%+15.3pp |
| Annual return | 14.07% | 946.48%-932.4pp | 543.72%-529.7pp | 145.39%-131.3pp |
| Employer contribution / active EE | $11,991 | $2,882+316.0% | $2,532+373.5% | $4,194+185.9% |
| Participant deferral / active EE | $12,270 | $4,535+170.5% | $3,843+219.3% | $6,396+91.8% |
| Admin fee / account holder | $6,041 | $6,738-10.3% | $5,196+16.3% | $12,562-51.9% |