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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 | $195,845 | $100,203+95.4% | $85,240+129.8% | $145,897+34.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.84% | 84.28%-71.4pp | 66.75%-53.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $18,554 | $3,242+472.4% | $2,735+578.3% | $4,663+297.9% |
| Participant deferral / active EE | $11,044 | $5,299+108.4% | $4,527+144.0% | $6,689+65.1% |
| Admin fee / account holder | $17,744 | $7,265+144.2% | $6,165+187.8% | $13,390+32.5% |