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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 | $122,133 | $100,203+21.9% | $85,240+43.3% | $145,897-16.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.77% | 84.28%-72.5pp | 66.75%-55.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $20,256 | $3,242+524.9% | $2,735+640.6% | $4,663+334.4% |
| Participant deferral / active EE | $12,305 | $5,299+132.2% | $4,527+171.8% | $6,689+83.9% |
| Admin fee / account holder | $7,613 | $7,265+4.8% | $6,165+23.5% | $13,390-43.1% |