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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 | $196,390 | $100,938+94.6% | $90,461+117.1% | $158,982+23.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.70% | 1727.20%-1712.5pp | 1294.76%-1280.1pp | 302.99%-288.3pp |
| Employer contribution / active EE | $2,830 | $3,691-23.3% | $3,264-13.3% | $4,763-40.6% |
| Participant deferral / active EE | $7,527 | $4,350+73.0% | $3,964+89.9% | $5,983+25.8% |
| Admin fee / account holder | $100,871 | $6,510+1449.5% | $5,617+1695.9% | $11,252+796.5% |