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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 | $247,995 | $99,652+148.9% | $78,778+214.8% | $147,586+68.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.86% | 47.28%-27.4pp | 35.62%-15.8pp | 578.59%-558.7pp |
| Employer contribution / active EE | $11,156 | $2,796+299.0% | $1,986+461.8% | $4,876+128.8% |
| Participant deferral / active EE | $8,130 | $3,664+121.9% | $2,958+174.8% | $5,439+49.5% |
| Admin fee / account holder | $471 | $7,155-93.4% | $5,134-90.8% | $10,886-95.7% |