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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 | $242,663 | $105,145+130.8% | $94,664+156.3% | $139,466+74.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.73% | 38.09%-17.4pp | 156.84%-136.1pp | 373.66%-352.9pp |
| Employer contribution / active EE | $4,610 | $4,107+12.2% | $3,673+25.5% | $4,754-3.0% |
| Participant deferral / active EE | $16,308 | $7,599+114.6% | $7,417+119.9% | $6,712+143.0% |
| Admin fee / account holder | $5,364 | $8,972-40.2% | $7,222-25.7% | $11,409-53.0% |