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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 | $222,894 | $118,875+87.5% | $96,572+130.8% | $167,553+33.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.12% | 50.50%-39.4pp | 37.79%-26.7pp | 478.89%-467.8pp |
| Employer contribution / active EE | $12,706 | $3,121+307.1% | $2,357+439.0% | $4,840+162.5% |
| Participant deferral / active EE | $8,192 | $4,617+77.4% | $3,850+112.8% | $6,343+29.2% |
| Admin fee / account holder | $6,483 | $8,070-19.7% | $6,183+4.8% | $12,316-47.4% |