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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 | $174,970 | $150,346+16.4% | $120,524+45.2% | $145,877+19.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.02% | 154.40%-141.4pp | 107.36%-94.3pp | 551.28%-538.3pp |
| Employer contribution / active EE | $10,292 | $4,353+136.4% | $3,469+196.7% | $4,663+120.7% |
| Participant deferral / active EE | $5,679 | $6,172-8.0% | $4,994+13.7% | $6,691-15.1% |
| Admin fee / account holder | $5,287 | $12,215-56.7% | $9,440-44.0% | $13,402-60.6% |