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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 | $249,694 | $126,519+97.4% | $106,201+135.1% | $145,959+71.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.77% | 225.10%-208.3pp | 116.26%-99.5pp | 561.95%-545.2pp |
| Employer contribution / active EE | $8,878 | $3,726+138.3% | $3,170+180.1% | $4,661+90.5% |
| Participant deferral / active EE | $14,652 | $5,716+156.4% | $5,012+192.3% | $6,689+119.1% |
| Admin fee / account holder | $5,304 | $17,312-69.4% | $11,039-52.0% | $13,398-60.4% |