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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 | $150,935 | $99,079+52.3% | $78,002+93.5% | $273,972-44.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 11.79% | 217.93%-206.1pp | 425.99%-414.2pp | 41.46%-29.7pp |
| Employer contribution / active EE | $12,319 | $3,308+272.4% | $2,470+398.7% | $4,869+153.0% |
| Participant deferral / active EE | $9,500 | $4,306+120.6% | $3,497+171.7% | $5,287+79.7% |
| Admin fee / account holder | $1,511 | $8,954-83.1% | $5,481-72.4% | $10,133-85.1% |