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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 | $232,197 | $100,073+132.0% | $85,126+172.8% | $145,877+59.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.76% | 84.11%-73.4pp | 66.63%-55.9pp | 551.28%-540.5pp |
| Employer contribution / active EE | $12,296 | $3,236+279.9% | $2,731+350.2% | $4,663+163.7% |
| Participant deferral / active EE | $12,942 | $5,294+144.4% | $4,523+186.1% | $6,691+93.4% |
| Admin fee / account holder | $8,864 | $7,261+22.1% | $6,160+43.9% | $13,402-33.9% |