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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 | $183,709 | $106,918+71.8% | $84,021+118.6% | $152,897+20.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 9.52% | 105.01%-95.5pp | 71.32%-61.8pp | 345.43%-335.9pp |
| Employer contribution / active EE | $7,500 | $2,735+174.2% | $1,984+278.1% | $4,764+57.4% |
| Participant deferral / active EE | $12,667 | $4,012+215.7% | $3,239+291.1% | $5,851+116.5% |
| Admin fee / account holder | $705 | $8,288-91.5% | $6,102-88.4% | $11,599-93.9% |