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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 | $199,519 | $76,608+160.4% | $56,077+255.8% | $145,877+36.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 18.37% | 3009.59%-2991.2pp | 1709.28%-1690.9pp | 551.28%-532.9pp |
| Employer contribution / active EE | $7,144 | $1,382+417.1% | $1,040+586.7% | $4,663+53.2% |
| Participant deferral / active EE | $11,232 | $2,624+328.0% | $1,954+474.8% | $6,691+67.9% |
| Admin fee / account holder | $864 | $3,325-74.0% | $2,825-69.4% | $13,402-93.6% |