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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 | $217,983 | $100,203+117.5% | $85,240+155.7% | $145,897+49.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.87% | 84.28%-73.4pp | 66.75%-55.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $11,779 | $3,242+263.4% | $2,735+330.6% | $4,663+152.6% |
| Participant deferral / active EE | $12,760 | $5,299+140.8% | $4,527+181.9% | $6,689+90.8% |
| Admin fee / account holder | $11,042 | $7,265+52.0% | $6,165+79.1% | $13,390-17.5% |