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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 | $111,830+64.9% | $93,696+96.8% | $145,884+26.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.89% | 204.08%-194.2pp | 133.74%-123.9pp | 551.85%-542.0pp |
| Employer contribution / active EE | $16,174 | $3,093+422.9% | $2,422+567.8% | $4,662+246.9% |
| Participant deferral / active EE | $25,500 | $4,920+418.3% | $4,417+477.3% | $6,690+281.2% |
| Admin fee / account holder | $1,822 | $10,249-82.2% | $8,287-78.0% | $13,392-86.4% |