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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 | $202,841 | $107,368+88.9% | $92,915+118.3% | $152,909+32.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.35% | 145.64%-126.3pp | 109.45%-90.1pp | 345.46%-326.1pp |
| Employer contribution / active EE | $9,354 | $4,222+121.5% | $3,653+156.0% | $4,764+96.4% |
| Participant deferral / active EE | $8,571 | $4,848+76.8% | $4,238+102.2% | $5,851+46.5% |
| Admin fee / account holder | $836 | $7,082-88.2% | $5,796-85.6% | $11,601-92.8% |