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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 | $213,602 | $111,814+91.0% | $93,654+128.1% | $145,959+46.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.20% | 203.30%-180.1pp | 133.34%-110.1pp | 561.95%-538.7pp |
| Employer contribution / active EE | $15,146 | $3,092+389.9% | $2,421+525.6% | $4,661+225.0% |
| Participant deferral / active EE | $12,150 | $4,914+147.2% | $4,413+175.3% | $6,689+81.7% |
| Admin fee / account holder | $11,884 | $10,246+16.0% | $8,282+43.5% | $13,398-11.3% |