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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 | $165,869 | $150,435+10.3% | $120,580+37.6% | $145,897+13.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 9.23% | 154.60%-145.4pp | 107.48%-98.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $10,614 | $4,352+143.9% | $3,469+205.9% | $4,663+127.6% |
| Participant deferral / active EE | $22,275 | $6,174+260.8% | $4,995+345.9% | $6,689+233.0% |
| Admin fee / account holder | $629 | $12,182-94.8% | $9,418-93.3% | $13,390-95.3% |