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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 | $188,167 | $96,678+94.6% | $86,640+117.2% | $139,466+34.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.42% | 106.69%-91.3pp | 592.52%-577.1pp | 373.66%-358.2pp |
| Employer contribution / active EE | $10,181 | $3,265+211.8% | $3,024+236.6% | $4,754+114.2% |
| Participant deferral / active EE | $12,348 | $4,837+155.3% | $4,438+178.2% | $6,712+84.0% |
| Admin fee / account holder | $3,306 | $6,410-48.4% | $5,616-41.1% | $11,409-71.0% |