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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 | $210,899 | $166,242+26.9% | $165,071+27.8% | $145,884+44.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.12% | 100.44%-90.3pp | 70.17%-60.1pp | 551.85%-541.7pp |
| Employer contribution / active EE | $18,839 | $5,283+256.6% | $4,347+333.3% | $4,662+304.1% |
| Participant deferral / active EE | $15,093 | $6,964+116.7% | $6,035+150.1% | $6,690+125.6% |
| Admin fee / account holder | $9,761 | $16,658-41.4% | $12,695-23.1% | $13,392-27.1% |