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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 | $161,532 | $97,125+66.3% | $86,233+87.3% | $137,256+17.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.32% | 74.19%-62.9pp | 61.39%-50.1pp | 220.34%-209.0pp |
| Employer contribution / active EE | $10,807 | $2,841+280.3% | $2,504+331.5% | $4,156+160.0% |
| Participant deferral / active EE | $10,886 | $5,180+110.2% | $4,559+138.8% | $6,407+69.9% |
| Admin fee / account holder | $82,156 | $9,725+744.8% | $8,342+884.8% | $12,270+569.6% |