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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 | $151,400 | $105,160+44.0% | $94,679+59.9% | $139,456+8.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.71% | 38.04%-24.3pp | 156.75%-143.0pp | 373.45%-359.7pp |
| Employer contribution / active EE | $11,572 | $4,107+181.8% | $3,673+215.1% | $4,753+143.5% |
| Participant deferral / active EE | $6,380 | $7,599-16.0% | $7,417-14.0% | $6,711-4.9% |
| Admin fee / account holder | $2,217 | $8,988-75.3% | $7,233-69.3% | $11,407-80.6% |