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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 | $166,186 | $100,203+65.8% | $85,240+95.0% | $145,897+13.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.19% | 84.28%-75.1pp | 66.75%-57.6pp | 552.29%-543.1pp |
| Employer contribution / active EE | $9,153 | $3,242+182.3% | $2,735+234.6% | $4,663+96.3% |
| Participant deferral / active EE | $22,450 | $5,299+323.7% | $4,527+395.9% | $6,689+235.6% |
| Admin fee / account holder | $13,099 | $7,265+80.3% | $6,165+112.5% | $13,390-2.2% |