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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 | $233,210 | $108,695+114.6% | $74,722+212.1% | $152,897+52.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 22.70% | 114.11%-91.4pp | 753.11%-730.4pp | 345.43%-322.7pp |
| Employer contribution / active EE | $2,714 | $1,504+80.4% | $1,084+150.3% | $4,764-43.0% |
| Participant deferral / active EE | $8,430 | $2,712+210.9% | $1,963+329.4% | $5,851+44.1% |
| Admin fee / account holder | $6,394 | $4,906+30.3% | $3,335+91.7% | $11,599-44.9% |