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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 | $100,073+108.7% | $85,126+145.3% | $145,877+43.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.93% | 84.11%-70.2pp | 66.63%-52.7pp | 551.28%-537.4pp |
| Employer contribution / active EE | $5,464 | $3,236+68.8% | $2,731+100.0% | $4,663+17.2% |
| Participant deferral / active EE | $42,449 | $5,294+701.8% | $4,523+838.5% | $6,691+534.5% |
| Admin fee / account holder | $2,636 | $7,261-63.7% | $6,160-57.2% | $13,402-80.3% |