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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 | $206,842 | $115,796+78.6% | $101,264+104.3% | $158,950+30.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.92% | 56.15%-45.2pp | 46.48%-35.6pp | 302.91%-292.0pp |
| Employer contribution / active EE | $10,237 | $4,175+145.2% | $3,660+179.7% | $4,762+115.0% |
| Participant deferral / active EE | $6,643 | $4,958+34.0% | $4,370+52.0% | $5,983+11.0% |
| Admin fee / account holder | $7,284 | $7,247+0.5% | $5,947+22.5% | $11,248-35.2% |