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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 | $150,435+16.3% | $120,580+45.1% | $145,897+19.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 13.02% | 154.60%-141.6pp | 107.48%-94.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $10,292 | $4,352+136.5% | $3,469+196.7% | $4,663+120.7% |
| Participant deferral / active EE | $5,679 | $6,174-8.0% | $4,995+13.7% | $6,689-15.1% |
| Admin fee / account holder | $5,287 | $12,182-56.6% | $9,418-43.9% | $13,390-60.5% |