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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 | $215,017 | $111,830+92.3% | $93,696+129.5% | $145,884+47.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.91% | 204.08%-186.2pp | 133.74%-115.8pp | 551.85%-533.9pp |
| Employer contribution / active EE | $8,249 | $3,093+166.7% | $2,422+240.6% | $4,662+76.9% |
| Participant deferral / active EE | $6,000 | $4,920+22.0% | $4,417+35.8% | $6,690-10.3% |
| Admin fee / account holder | $1,179 | $10,249-88.5% | $8,287-85.8% | $13,392-91.2% |