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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 | $184,715 | $100,203+84.3% | $85,240+116.7% | $145,897+26.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.59% | 84.28%-65.7pp | 66.75%-48.2pp | 552.29%-533.7pp |
| Employer contribution / active EE | $10,957 | $3,242+238.0% | $2,735+300.6% | $4,663+135.0% |
| Participant deferral / active EE | $5,207 | $5,299-1.7% | $4,527+15.0% | $6,689-22.2% |
| Admin fee / account holder | $307 | $7,265-95.8% | $6,165-95.0% | $13,390-97.7% |