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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 | $187,130 | $112,935+65.7% | $90,970+105.7% | $158,966+17.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.27% | 215.79%-206.5pp | 134.58%-125.3pp | 302.95%-293.7pp |
| Employer contribution / active EE | $13,150 | $2,895+354.3% | $2,122+519.5% | $4,762+176.1% |
| Participant deferral / active EE | $10,978 | $4,129+165.9% | $3,373+225.4% | $5,983+83.5% |
| Admin fee / account holder | $1,481 | $8,045-81.6% | $5,960-75.2% | $11,250-86.8% |