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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 | $115,650 | $43,133+168.1% | $89,435+29.3% | $73,497+57.4% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 24.35% | 135.66%-111.3pp | 245.55%-221.2pp | 28.51%-4.2pp |
| Employer contribution / active EE | $14,177 | $1,438+886.0% | $2,587+448.0% | $2,270+524.5% |
| Participant deferral / active EE | $11,080 | $2,445+353.2% | $3,890+184.8% | $3,740+196.3% |
| Admin fee / account holder | $4,554 | $444+926.2% | $4,884-6.8% | $513+787.6% |