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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 | $202,041 | $112,933+78.9% | $90,970+122.1% | $158,982+27.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.57% | 215.82%-204.3pp | 134.60%-123.0pp | 302.99%-291.4pp |
| Employer contribution / active EE | $37,750 | $2,893+1204.7% | $2,122+1679.1% | $4,763+692.6% |
| Participant deferral / active EE | $22,500 | $4,128+445.1% | $3,373+567.1% | $5,983+276.0% |
| Admin fee / account holder | $3,082 | $8,047-61.7% | $5,961-48.3% | $11,252-72.6% |