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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 | $110,572 | $100,139+10.4% | $85,187+29.8% | $145,884-24.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.62% | 84.15%-72.5pp | 66.67%-55.0pp | 551.85%-540.2pp |
| Employer contribution / active EE | $17,753 | $3,238+448.3% | $2,732+549.7% | $4,662+280.8% |
| Participant deferral / active EE | $13,420 | $5,296+153.4% | $4,525+196.6% | $6,690+100.6% |
| Admin fee / account holder | $4,821 | $7,262-33.6% | $6,162-21.8% | $13,392-64.0% |