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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 | $198,074 | $144,130+37.4% | $117,861+68.1% | $147,586+34.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.41% | 531.20%-520.8pp | 335.11%-324.7pp | 578.59%-568.2pp |
| Employer contribution / active EE | $12,659 | $4,897+158.5% | $3,786+234.3% | $4,876+159.6% |
| Participant deferral / active EE | $15,080 | $5,316+183.7% | $4,482+236.5% | $5,439+177.3% |
| Admin fee / account holder | $69,624 | $10,887+539.5% | $8,021+768.1% | $10,886+539.6% |