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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 | $108,882+72.4% | $96,754+94.1% | $154,746+21.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.96% | 98.39%-81.4pp | 82.04%-65.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $27,034 | $3,018+795.7% | $2,679+909.0% | $4,379+517.3% |
| Participant deferral / active EE | $6,110 | $5,323+14.8% | $4,758+28.4% | $6,730-9.2% |
| Admin fee / account holder | $30,419 | $10,200+198.2% | $8,905+241.6% | $14,365+111.8% |