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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 | $111,892 | $72,071+55.3% | $68,368+63.7% | $137,256-18.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.49% | 353.14%-331.7pp | 292.57%-271.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $9,588 | $2,788+243.9% | $2,649+261.9% | $4,156+130.7% |
| Participant deferral / active EE | $12,157 | $4,410+175.7% | $4,123+194.9% | $6,407+89.8% |
| Admin fee / account holder | $6,519 | $5,336+22.2% | $5,150+26.6% | $12,270-46.9% |