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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 | $237,196 | $100,073+137.0% | $85,126+178.6% | $145,877+62.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 22.50% | 84.11%-61.6pp | 66.63%-44.1pp | 551.28%-528.8pp |
| Employer contribution / active EE | $12,660 | $3,236+291.2% | $2,731+363.5% | $4,663+171.5% |
| Participant deferral / active EE | $25,500 | $5,294+381.7% | $4,523+463.7% | $6,691+281.1% |
| Admin fee / account holder | $1,768 | $7,261-75.6% | $6,160-71.3% | $13,402-86.8% |