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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 | $114,650 | $72,071+59.1% | $68,368+67.7% | $137,256-16.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.85% | 353.14%-337.3pp | 292.57%-276.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $9,581 | $2,788+243.7% | $2,649+261.7% | $4,156+130.5% |
| Participant deferral / active EE | $11,475 | $4,410+160.2% | $4,123+178.3% | $6,407+79.1% |
| Admin fee / account holder | $14,278 | $5,336+167.6% | $5,150+177.3% | $12,270+16.4% |