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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 | $177,229 | $154,209+14.9% | $130,062+36.3% | $139,487+27.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.18% | 32.52%-20.3pp | -137.37%+149.5pp | 373.84%-361.7pp |
| Employer contribution / active EE | $11,000 | $5,292+107.8% | $4,322+154.5% | $4,755+131.4% |
| Participant deferral / active EE | $3,951 | $6,709-41.1% | $5,821-32.1% | $6,713-41.1% |
| Admin fee / account holder | $16,989 | $13,988+21.5% | $10,601+60.3% | $11,407+48.9% |