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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 | $150,736 | $99,921+50.9% | $85,009+77.3% | $145,959+3.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.91% | 83.89%-72.0pp | 66.47%-54.6pp | 561.95%-550.0pp |
| Employer contribution / active EE | $9,014 | $3,233+178.8% | $2,728+230.4% | $4,661+93.4% |
| Participant deferral / active EE | $9,607 | $5,293+81.5% | $4,522+112.5% | $6,689+43.6% |
| Admin fee / account holder | $25,105 | $7,252+246.2% | $6,153+308.0% | $13,398+87.4% |