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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 | $209,035 | $107,368+94.7% | $92,915+125.0% | $152,909+36.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.84% | 145.64%-121.8pp | 109.45%-85.6pp | 345.46%-321.6pp |
| Employer contribution / active EE | $10,802 | $4,222+155.8% | $3,653+195.7% | $4,764+126.7% |
| Participant deferral / active EE | $7,239 | $4,848+49.3% | $4,238+70.8% | $5,851+23.7% |
| Admin fee / account holder | $3,183 | $7,082-55.1% | $5,796-45.1% | $11,601-72.6% |