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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 | $207,802 | $111,830+85.8% | $93,696+121.8% | $145,884+42.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.77% | 204.08%-193.3pp | 133.74%-123.0pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,883 | $3,093-39.1% | $2,422-22.3% | $4,662-59.6% |
| Participant deferral / active EE | $7,760 | $4,920+57.7% | $4,417+75.7% | $6,690+16.0% |
| Admin fee / account holder | $1,526 | $10,249-85.1% | $8,287-81.6% | $13,392-88.6% |