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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 | $223,283 | $112,933+97.7% | $90,970+145.4% | $158,982+40.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 26.81% | 215.82%-189.0pp | 134.60%-107.8pp | 302.99%-276.2pp |
| Employer contribution / active EE | $1,227 | $2,893-57.6% | $2,122-42.2% | $4,763-74.2% |
| Participant deferral / active EE | $8,667 | $4,128+110.0% | $3,373+157.0% | $5,983+44.8% |
| Admin fee / account holder | $688 | $8,047-91.5% | $5,961-88.5% | $11,252-93.9% |