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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 | $225,430 | $152,612+47.7% | $125,192+80.1% | $152,897+47.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 78.48% | 54.85%+23.6pp | 43.79%+34.7pp | 345.43%-267.0pp |
| Employer contribution / active EE | $6,563 | $4,947+32.7% | $3,866+69.8% | $4,764+37.8% |
| Participant deferral / active EE | $13,334 | $5,868+127.2% | $4,937+170.1% | $5,851+127.9% |
| Admin fee / account holder | $2,873 | $13,437-78.6% | $9,704-70.4% | $11,599-75.2% |