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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 | $163,427 | $100,073+63.3% | $85,126+92.0% | $145,877+12.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.45% | 84.11%-71.7pp | 66.63%-54.2pp | 551.28%-538.8pp |
| Employer contribution / active EE | $9,426 | $3,236+191.3% | $2,731+245.1% | $4,663+102.1% |
| Participant deferral / active EE | $22,863 | $5,294+331.9% | $4,523+405.5% | $6,691+241.7% |
| Admin fee / account holder | $13,748 | $7,261+89.3% | $6,160+123.2% | $13,402+2.6% |