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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 | $238,689 | $111,878+113.3% | $93,727+154.7% | $145,897+63.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.32% | 204.28%-196.0pp | 133.83%-125.5pp | 552.29%-544.0pp |
| Employer contribution / active EE | $7,302 | $3,092+136.1% | $2,421+201.6% | $4,663+56.6% |
| Participant deferral / active EE | $14,238 | $4,920+189.4% | $4,417+222.3% | $6,689+112.9% |
| Admin fee / account holder | $8,504 | $10,256-17.1% | $8,292+2.6% | $13,390-36.5% |