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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 | $111,830+113.4% | $93,696+154.7% | $145,884+63.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.32% | 204.08%-195.8pp | 133.74%-125.4pp | 551.85%-543.5pp |
| Employer contribution / active EE | $7,302 | $3,093+136.1% | $2,422+201.5% | $4,662+56.6% |
| Participant deferral / active EE | $14,238 | $4,920+189.4% | $4,417+222.4% | $6,690+112.8% |
| Admin fee / account holder | $8,504 | $10,249-17.0% | $8,287+2.6% | $13,392-36.5% |