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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 | $206,119 | $111,830+84.3% | $93,696+120.0% | $145,884+41.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.96% | 204.08%-193.1pp | 133.74%-122.8pp | 551.85%-540.9pp |
| Employer contribution / active EE | $2,637 | $3,093-14.7% | $2,422+8.9% | $4,662-43.4% |
| Participant deferral / active EE | $13,375 | $4,920+171.8% | $4,417+202.8% | $6,690+99.9% |
| Admin fee / account holder | $3,150 | $10,249-69.3% | $8,287-62.0% | $13,392-76.5% |