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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 | $100,073+84.6% | $85,126+117.0% | $145,877+26.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.59% | 84.11%-65.5pp | 66.63%-48.0pp | 551.28%-532.7pp |
| Employer contribution / active EE | $10,957 | $3,236+238.5% | $2,731+301.2% | $4,663+135.0% |
| Participant deferral / active EE | $5,207 | $5,294-1.6% | $4,523+15.1% | $6,691-22.2% |
| Admin fee / account holder | $307 | $7,261-95.8% | $6,160-95.0% | $13,402-97.7% |