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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 | $100,203+131.7% | $85,240+172.4% | $145,897+59.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.76% | 84.28%-73.5pp | 66.75%-56.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $12,296 | $3,242+279.3% | $2,735+349.6% | $4,663+163.7% |
| Participant deferral / active EE | $12,942 | $5,299+144.3% | $4,527+185.9% | $6,689+93.5% |
| Admin fee / account holder | $8,864 | $7,265+22.0% | $6,165+43.8% | $13,390-33.8% |