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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 | $244,265 | $81,664+199.1% | $70,476+246.6% | $158,966+53.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 26.68% | 208.59%-181.9pp | 109.12%-82.4pp | 302.95%-276.3pp |
| Employer contribution / active EE | $55,500 | $3,219+1624.2% | $2,738+1927.1% | $4,762+1065.4% |
| Participant deferral / active EE | $19,500 | $4,556+328.0% | $3,710+425.6% | $5,983+225.9% |
| Admin fee / account holder | $1,375 | $6,197-77.8% | $3,847-64.3% | $11,250-87.8% |