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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 | $213,602 | $111,785+91.1% | $93,669+128.0% | $145,877+46.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.20% | 203.79%-180.6pp | 133.59%-110.4pp | 551.28%-528.1pp |
| Employer contribution / active EE | $15,146 | $3,096+389.2% | $2,424+525.0% | $4,663+224.8% |
| Participant deferral / active EE | $12,150 | $4,919+147.0% | $4,416+175.2% | $6,691+81.6% |
| Admin fee / account holder | $11,884 | $10,256+15.9% | $8,291+43.3% | $13,402-11.3% |