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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 | $185,581 | $107,363+72.9% | $92,909+99.7% | $152,897+21.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.06% | 145.63%-131.6pp | 109.44%-95.4pp | 345.43%-331.4pp |
| Employer contribution / active EE | $12,182 | $4,222+188.5% | $3,653+233.4% | $4,764+155.7% |
| Participant deferral / active EE | $6,366 | $4,848+31.3% | $4,238+50.2% | $5,851+8.8% |
| Admin fee / account holder | $33,081 | $7,082+367.1% | $5,795+470.8% | $11,599+185.2% |