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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 | $226,042 | $115,814+95.2% | $101,275+123.2% | $158,982+42.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.23% | 56.16%-39.9pp | 46.48%-30.3pp | 302.99%-286.8pp |
| Employer contribution / active EE | $23,299 | $4,176+458.0% | $3,660+536.6% | $4,763+389.2% |
| Participant deferral / active EE | $5,954 | $4,958+20.1% | $4,371+36.2% | $5,983-0.5% |
| Admin fee / account holder | $4,253 | $7,249-41.3% | $5,948-28.5% | $11,252-62.2% |