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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 | $100,139+101.6% | $85,187+137.0% | $145,884+38.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.54% | 84.15%-68.6pp | 66.67%-51.1pp | 551.85%-536.3pp |
| Employer contribution / active EE | $2,800 | $3,238-13.5% | $2,732+2.5% | $4,662-39.9% |
| Participant deferral / active EE | $30,500 | $5,296+476.0% | $4,525+574.1% | $6,690+355.9% |
| Admin fee / account holder | $2,732 | $7,262-62.4% | $6,162-55.7% | $13,392-79.6% |