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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 | $220,147 | $99,995+120.2% | $85,063+158.8% | $145,978+50.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.50% | 83.99%-68.5pp | 66.54%-51.0pp | 550.52%-535.0pp |
| Employer contribution / active EE | $12,869 | $3,231+298.3% | $2,727+371.9% | $4,662+176.0% |
| Participant deferral / active EE | $9,293 | $5,295+75.5% | $4,523+105.5% | $6,690+38.9% |
| Admin fee / account holder | $2,534 | $7,255-65.1% | $6,155-58.8% | $13,400-81.1% |