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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 | $206,706 | $107,368+92.5% | $92,915+122.5% | $152,909+35.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.38% | 145.64%-128.3pp | 109.45%-92.1pp | 345.46%-328.1pp |
| Employer contribution / active EE | $20,119 | $4,222+376.5% | $3,653+450.7% | $4,764+322.3% |
| Participant deferral / active EE | $11,872 | $4,848+144.9% | $4,238+180.1% | $5,851+102.9% |
| Admin fee / account holder | $27,939 | $7,082+294.5% | $5,796+382.1% | $11,601+140.8% |