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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 | $111,785+20.9% | $93,669+44.3% | $145,877-7.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.13% | 203.79%-191.7pp | 133.59%-121.5pp | 551.28%-539.2pp |
| Employer contribution / active EE | $7,651 | $3,096+147.1% | $2,424+215.7% | $4,663+64.1% |
| Participant deferral / active EE | $11,330 | $4,919+130.3% | $4,416+156.6% | $6,691+69.3% |
| Admin fee / account holder | $17,590 | $10,256+71.5% | $8,291+112.1% | $13,402+31.2% |