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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 | $203,714 | $99,652+104.4% | $78,778+158.6% | $147,585+38.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 29.68% | 47.28%-17.6pp | 35.62%-5.9pp | 578.57%-548.9pp |
| Employer contribution / active EE | $5,048 | $2,796+80.6% | $1,986+154.2% | $4,876+3.5% |
| Participant deferral / active EE | $8,216 | $3,664+124.3% | $2,958+177.7% | $5,439+51.1% |
| Admin fee / account holder | $6,256 | $7,155-12.6% | $5,134+21.9% | $10,885-42.5% |