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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 | $201,311 | $111,878+79.9% | $93,727+114.8% | $145,897+38.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.03% | 204.28%-187.2pp | 133.83%-116.8pp | 552.29%-535.3pp |
| Employer contribution / active EE | $1,853 | $3,092-40.1% | $2,421-23.5% | $4,663-60.3% |
| Participant deferral / active EE | $4,706 | $4,920-4.4% | $4,417+6.5% | $6,689-29.6% |
| Admin fee / account holder | $4,576 | $10,256-55.4% | $8,292-44.8% | $13,390-65.8% |