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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 | $100,203+50.4% | $85,240+76.8% | $145,897+3.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.91% | 84.28%-72.4pp | 66.75%-54.8pp | 552.29%-540.4pp |
| Employer contribution / active EE | $9,014 | $3,242+178.1% | $2,735+229.6% | $4,663+93.3% |
| Participant deferral / active EE | $9,607 | $5,299+81.3% | $4,527+112.2% | $6,689+43.6% |
| Admin fee / account holder | $25,105 | $7,265+245.6% | $6,165+307.2% | $13,390+87.5% |