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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 | $150,412+16.3% | $120,574+45.1% | $145,884+19.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.02% | 154.50%-141.5pp | 107.42%-94.4pp | 551.85%-538.8pp |
| Employer contribution / active EE | $10,292 | $4,355+136.3% | $3,471+196.5% | $4,662+120.7% |
| Participant deferral / active EE | $5,679 | $6,175-8.0% | $4,996+13.7% | $6,690-15.1% |
| Admin fee / account holder | $5,287 | $12,224-56.8% | $9,445-44.0% | $13,392-60.5% |