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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 | $228,765 | $129,737+76.3% | $119,126+92.0% | $154,746+47.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.04% | 379.08%-367.0pp | 282.11%-270.1pp | 172.34%-160.3pp |
| Employer contribution / active EE | $13,464 | $4,375+207.8% | $4,034+233.8% | $4,379+207.5% |
| Participant deferral / active EE | $3,444 | $5,842-41.0% | $5,318-35.2% | $6,730-48.8% |
| Admin fee / account holder | $5,055 | $11,961-57.7% | $10,693-52.7% | $14,365-64.8% |