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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 | $216,863 | $129,737+67.2% | $119,126+82.0% | $154,746+40.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.94% | 379.08%-367.1pp | 282.11%-270.2pp | 172.34%-160.4pp |
| Employer contribution / active EE | $11,349 | $4,375+159.4% | $4,034+181.4% | $4,379+159.2% |
| Participant deferral / active EE | $10,484 | $5,842+79.5% | $5,318+97.2% | $6,730+55.8% |
| Admin fee / account holder | $8,889 | $11,961-25.7% | $10,693-16.9% | $14,365-38.1% |