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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 | $202,799 | $112,935+79.6% | $90,970+122.9% | $158,966+27.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.00% | 215.79%-202.8pp | 134.58%-121.6pp | 302.95%-289.9pp |
| Employer contribution / active EE | $3,052 | $2,895+5.4% | $2,122+43.8% | $4,762-35.9% |
| Participant deferral / active EE | $3,885 | $4,129-5.9% | $3,373+15.2% | $5,983-35.1% |
| Admin fee / account holder | $326 | $8,045-95.9% | $5,960-94.5% | $11,250-97.1% |