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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 | $130,115 | $100,203+29.9% | $85,240+52.6% | $145,897-10.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.56% | 84.28%-69.7pp | 66.75%-52.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $16,393 | $3,242+405.7% | $2,735+499.3% | $4,663+251.6% |
| Participant deferral / active EE | $15,256 | $5,299+187.9% | $4,527+237.0% | $6,689+128.1% |
| Admin fee / account holder | $958 | $7,265-86.8% | $6,165-84.5% | $13,390-92.8% |