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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 | $166,759 | $107,363+55.3% | $92,909+79.5% | $152,897+9.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.42% | 145.63%-123.2pp | 109.44%-87.0pp | 345.43%-323.0pp |
| Employer contribution / active EE | $10,673 | $4,222+152.8% | $3,653+192.1% | $4,764+124.0% |
| Participant deferral / active EE | $3,201 | $4,848-34.0% | $4,238-24.5% | $5,851-45.3% |
| Admin fee / account holder | $10,433 | $7,082+47.3% | $5,795+80.0% | $11,599-10.1% |