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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 | $125,957 | $111,785+12.7% | $93,669+34.5% | $145,877-13.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.91% | 203.79%-189.9pp | 133.59%-119.7pp | 551.28%-537.4pp |
| Employer contribution / active EE | $10,337 | $3,096+233.9% | $2,424+326.5% | $4,663+121.7% |
| Participant deferral / active EE | $7,169 | $4,919+45.7% | $4,416+62.4% | $6,691+7.1% |
| Admin fee / account holder | $1,984 | $10,256-80.7% | $8,291-76.1% | $13,402-85.2% |