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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 | $187,752 | $97,125+93.3% | $86,233+117.7% | $137,256+36.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.96% | 74.19%-57.2pp | 61.39%-44.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $27,034 | $2,841+851.5% | $2,504+979.5% | $4,156+550.5% |
| Participant deferral / active EE | $6,110 | $5,180+18.0% | $4,559+34.0% | $6,407-4.6% |
| Admin fee / account holder | $30,419 | $9,725+212.8% | $8,342+264.6% | $12,270+147.9% |