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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 | $191,800 | $144,124+33.1% | $117,857+62.7% | $147,585+30.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.24% | 531.17%-516.9pp | 335.09%-320.8pp | 578.57%-564.3pp |
| Employer contribution / active EE | $11,214 | $4,897+129.0% | $3,786+196.2% | $4,876+130.0% |
| Participant deferral / active EE | $11,996 | $5,316+125.6% | $4,482+167.6% | $5,439+120.6% |
| Admin fee / account holder | $2,815 | $10,886-74.1% | $8,020-64.9% | $10,885-74.1% |