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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 | $224,098 | $111,785+100.5% | $93,669+139.2% | $145,877+53.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.01% | 203.79%-189.8pp | 133.59%-119.6pp | 551.28%-537.3pp |
| Employer contribution / active EE | $3,847 | $3,096+24.3% | $2,424+58.7% | $4,663-17.5% |
| Participant deferral / active EE | $8,050 | $4,919+63.7% | $4,416+82.3% | $6,691+20.3% |
| Admin fee / account holder | $1,035 | $10,256-89.9% | $8,291-87.5% | $13,402-92.3% |