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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 | $194,252 | $105,145+84.7% | $94,664+105.2% | $139,466+39.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.67% | 38.09%-24.4pp | 156.84%-143.2pp | 373.66%-360.0pp |
| Employer contribution / active EE | $12,715 | $4,107+209.6% | $3,673+246.2% | $4,754+167.5% |
| Participant deferral / active EE | $7,399 | $7,599-2.6% | $7,417-0.3% | $6,712+10.2% |
| Admin fee / account holder | $3,436 | $8,972-61.7% | $7,222-52.4% | $11,409-69.9% |