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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 | $195,106 | $118,708+64.4% | $98,920+97.2% | $158,982+22.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.54% | 372.49%-360.9pp | 196.47%-184.9pp | 302.99%-291.4pp |
| Employer contribution / active EE | $16,508 | $3,334+395.2% | $2,689+513.8% | $4,763+246.6% |
| Participant deferral / active EE | $19,500 | $5,089+283.2% | $4,245+359.4% | $5,983+225.9% |
| Admin fee / account holder | $54,890 | $10,134+441.7% | $6,643+726.3% | $11,252+387.8% |