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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 | $170,606 | $111,830+52.6% | $93,696+82.1% | $145,884+16.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.17% | 204.08%-192.9pp | 133.74%-122.6pp | 551.85%-540.7pp |
| Employer contribution / active EE | $8,383 | $3,093+171.0% | $2,422+246.1% | $4,662+79.8% |
| Participant deferral / active EE | $12,859 | $4,920+161.4% | $4,417+191.2% | $6,690+92.2% |
| Admin fee / account holder | $1,757 | $10,249-82.9% | $8,287-78.8% | $13,392-86.9% |