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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 | $190,578 | $111,878+70.3% | $93,727+103.3% | $145,897+30.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.58% | 204.28%-195.7pp | 133.83%-125.2pp | 552.29%-543.7pp |
| Employer contribution / active EE | $3,713 | $3,092+20.1% | $2,421+53.3% | $4,663-20.4% |
| Participant deferral / active EE | $32,950 | $4,920+569.7% | $4,417+646.0% | $6,689+392.6% |
| Admin fee / account holder | $1,581 | $10,256-84.6% | $8,292-80.9% | $13,390-88.2% |