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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 | $231,106 | $70,121+229.6% | $63,803+262.2% | $138,895+66.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 18.34% | 946.48%-928.1pp | 543.72%-525.4pp | 145.39%-127.1pp |
| Employer contribution / active EE | $4,533 | $2,882+57.3% | $2,532+79.0% | $4,194+8.1% |
| Participant deferral / active EE | $14,823 | $4,535+226.8% | $3,843+285.7% | $6,396+131.7% |
| Admin fee / account holder | $1,443 | $6,738-78.6% | $5,196-72.2% | $12,562-88.5% |