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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 | $217,446 | $108,695+100.1% | $74,722+191.0% | $152,897+42.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 10.58% | 114.11%-103.5pp | 753.11%-742.5pp | 345.43%-334.8pp |
| Employer contribution / active EE | $14,796 | $1,504+883.7% | $1,084+1264.7% | $4,764+210.6% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,272 | $4,906-12.9% | $3,335+28.1% | $11,599-63.2% |