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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 | $111,830+91.0% | $93,696+128.0% | $145,884+46.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.20% | 204.08%-180.9pp | 133.74%-110.5pp | 551.85%-528.6pp |
| Employer contribution / active EE | $15,146 | $3,093+389.7% | $2,422+525.4% | $4,662+224.9% |
| Participant deferral / active EE | $12,150 | $4,920+147.0% | $4,417+175.1% | $6,690+81.6% |
| Admin fee / account holder | $11,884 | $10,249+15.9% | $8,287+43.4% | $13,392-11.3% |