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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 | $215,185 | $90,614+137.5% | $76,089+182.8% | $145,877+47.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.76% | 623.80%-612.0pp | 360.94%-349.2pp | 551.28%-539.5pp |
| Employer contribution / active EE | $7,143 | $3,324+114.9% | $2,690+165.5% | $4,663+53.2% |
| Participant deferral / active EE | $6,434 | $5,168+24.5% | $4,259+51.1% | $6,691-3.8% |
| Admin fee / account holder | $10,582 | $8,376+26.3% | $6,418+64.9% | $13,402-21.0% |