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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 | $135,139 | $111,814+20.9% | $93,654+44.3% | $145,959-7.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.13% | 203.30%-191.2pp | 133.34%-121.2pp | 561.95%-549.8pp |
| Employer contribution / active EE | $7,651 | $3,092+147.5% | $2,421+216.0% | $4,661+64.2% |
| Participant deferral / active EE | $11,330 | $4,914+130.5% | $4,413+156.8% | $6,689+69.4% |
| Admin fee / account holder | $17,590 | $10,246+71.7% | $8,282+112.4% | $13,398+31.3% |