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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 | $205,454 | $107,368+91.4% | $92,915+121.1% | $152,909+34.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.05% | 145.64%-130.6pp | 109.45%-94.4pp | 345.46%-330.4pp |
| Employer contribution / active EE | $13,508 | $4,222+219.9% | $3,653+269.7% | $4,764+183.6% |
| Participant deferral / active EE | $5,615 | $4,848+15.8% | $4,238+32.5% | $5,851-4.0% |
| Admin fee / account holder | $7,824 | $7,082+10.5% | $5,796+35.0% | $11,601-32.6% |