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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 | $184,430 | $111,878+64.8% | $93,727+96.8% | $145,897+26.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.89% | 204.28%-194.4pp | 133.83%-123.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $16,174 | $3,092+423.0% | $2,421+568.0% | $4,663+246.9% |
| Participant deferral / active EE | $25,500 | $4,920+418.2% | $4,417+477.3% | $6,689+281.2% |
| Admin fee / account holder | $1,822 | $10,256-82.2% | $8,292-78.0% | $13,390-86.4% |