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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 | $217,284 | $107,363+102.4% | $92,909+133.9% | $152,897+42.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.96% | 145.63%-123.7pp | 109.44%-87.5pp | 345.43%-323.5pp |
| Employer contribution / active EE | $22,187 | $4,222+425.5% | $3,653+507.3% | $4,764+365.8% |
| Participant deferral / active EE | $11,085 | $4,848+128.7% | $4,238+161.6% | $5,851+89.5% |
| Admin fee / account holder | $16,047 | $7,082+126.6% | $5,795+176.9% | $11,599+38.3% |