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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 | $201,890 | $100,073+101.7% | $85,126+137.2% | $145,877+38.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.54% | 84.11%-68.6pp | 66.63%-51.1pp | 551.28%-535.7pp |
| Employer contribution / active EE | $2,800 | $3,236-13.5% | $2,731+2.5% | $4,663-40.0% |
| Participant deferral / active EE | $30,500 | $5,294+476.1% | $4,523+574.3% | $6,691+355.9% |
| Admin fee / account holder | $2,732 | $7,261-62.4% | $6,160-55.7% | $13,402-79.6% |