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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 | $202,045 | $111,787+80.7% | $93,681+115.7% | $145,978+38.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.63% | 203.52%-191.9pp | 133.47%-121.8pp | 550.52%-538.9pp |
| Employer contribution / active EE | $4,596 | $3,093+48.6% | $2,422+89.7% | $4,662-1.4% |
| Participant deferral / active EE | $10,174 | $4,918+106.9% | $4,415+130.4% | $6,690+52.1% |
| Admin fee / account holder | $15,432 | $10,256+50.5% | $8,290+86.2% | $13,400+15.2% |