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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 | $169,006 | $90,614+86.5% | $76,089+122.1% | $145,877+15.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.38% | 623.80%-609.4pp | 360.94%-346.6pp | 551.28%-536.9pp |
| Employer contribution / active EE | $4,044 | $3,324+21.7% | $2,690+50.3% | $4,663-13.3% |
| Participant deferral / active EE | $13,345 | $5,168+158.2% | $4,259+213.3% | $6,691+99.5% |
| Admin fee / account holder | $3,564 | $8,376-57.4% | $6,418-44.5% | $13,402-73.4% |