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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 | $181,866 | $111,787+62.7% | $93,681+94.1% | $145,978+24.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.61% | 203.52%-186.9pp | 133.47%-116.9pp | 550.52%-533.9pp |
| Employer contribution / active EE | $3,777 | $3,093+22.1% | $2,422+55.9% | $4,662-19.0% |
| Participant deferral / active EE | $9,206 | $4,918+87.2% | $4,415+108.5% | $6,690+37.6% |
| Admin fee / account holder | $669 | $10,256-93.5% | $8,290-91.9% | $13,400-95.0% |