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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 | $191,344 | $123,750+54.6% | $69,611+174.9% | $145,877+31.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 11.37% | 192.03%-180.7pp | 101.14%-89.8pp | 551.28%-539.9pp |
| Employer contribution / active EE | $2,256 | $2,672-15.6% | $1,709+32.0% | $4,663-51.6% |
| Participant deferral / active EE | $4,750 | $4,243+12.0% | $2,891+64.3% | $6,691-29.0% |
| Admin fee / account holder | $3,149 | $7,817-59.7% | $4,696-32.9% | $13,402-76.5% |