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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 | $232,828 | $134,817+72.7% | $123,973+87.8% | $155,188+50.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.51% | 515.49%-499.0pp | 388.13%-371.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $12,172 | $4,425+175.1% | $4,126+195.0% | $4,248+186.6% |
| Participant deferral / active EE | $11,100 | $5,706+94.5% | $5,247+111.5% | $6,531+69.9% |
| Admin fee / account holder | $1,541 | $13,245-88.4% | $11,799-86.9% | $14,480-89.4% |