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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 | $171,982 | $112,933+52.3% | $90,970+89.1% | $158,982+8.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.33% | 215.82%-197.5pp | 134.60%-116.3pp | 302.99%-284.7pp |
| Employer contribution / active EE | $17,149 | $2,893+492.7% | $2,122+708.2% | $4,763+260.1% |
| Participant deferral / active EE | $11,622 | $4,128+181.6% | $3,373+244.6% | $5,983+94.2% |
| Admin fee / account holder | $2,731 | $8,047-66.1% | $5,961-54.2% | $11,252-75.7% |