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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 | $171,760 | $104,953+63.7% | $84,637+102.9% | $152,909+12.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 23.55% | 373.94%-350.4pp | 258.82%-235.3pp | 345.46%-321.9pp |
| Employer contribution / active EE | $16,987 | $3,304+414.2% | $2,653+540.2% | $4,764+256.6% |
| Participant deferral / active EE | $9,540 | $4,691+103.4% | $3,900+144.6% | $5,851+63.0% |
| Admin fee / account holder | $1,985 | $6,244-68.2% | $4,914-59.6% | $11,601-82.9% |