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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 | $221,679 | $115,810+91.4% | $101,271+118.9% | $158,966+39.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.45% | 56.15%-42.7pp | 46.48%-33.0pp | 302.95%-289.5pp |
| Employer contribution / active EE | $14,445 | $4,175+245.9% | $3,660+294.7% | $4,762+203.3% |
| Participant deferral / active EE | $10,322 | $4,958+108.2% | $4,371+136.2% | $5,983+72.5% |
| Admin fee / account holder | $7,747 | $7,248+6.9% | $5,948+30.3% | $11,250-31.1% |