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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 | $208,850 | $100,203+108.4% | $85,240+145.0% | $145,897+43.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.93% | 84.28%-70.4pp | 66.75%-52.8pp | 552.29%-538.4pp |
| Employer contribution / active EE | $5,464 | $3,242+68.5% | $2,735+99.7% | $4,663+17.2% |
| Participant deferral / active EE | $42,449 | $5,299+701.2% | $4,527+837.7% | $6,689+534.6% |
| Admin fee / account holder | $2,636 | $7,265-63.7% | $6,165-57.2% | $13,390-80.3% |