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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 | $111,830+20.8% | $93,696+44.2% | $145,884-7.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.13% | 204.08%-191.9pp | 133.74%-121.6pp | 551.85%-539.7pp |
| Employer contribution / active EE | $7,651 | $3,093+147.4% | $2,422+215.9% | $4,662+64.1% |
| Participant deferral / active EE | $11,330 | $4,920+130.3% | $4,417+156.5% | $6,690+69.4% |
| Admin fee / account holder | $17,590 | $10,249+71.6% | $8,287+112.3% | $13,392+31.3% |