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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 | $213,894 | $75,828+182.1% | $147,616+44.9% | $59,632+258.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 74.82% | 0.37%+74.4pp | 61.98%+12.8pp | 2041.32%-1966.5pp |
| Employer contribution / active EE | $7,613 | $3,485+118.5% | $5,564+36.8% | $2,203+245.6% |
| Participant deferral / active EE | $1,799 | $3,130-42.5% | $4,895-63.2% | $3,192-43.6% |
| Admin fee / account holder | $1,959 | $5,985-67.3% | $11,611-83.1% | $4,297-54.4% |