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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 | $96,516 | $99,995-3.5% | $85,063+13.5% | $145,978-33.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.73% | 83.99%-72.3pp | 66.54%-54.8pp | 550.52%-538.8pp |
| Employer contribution / active EE | $10,561 | $3,231+226.8% | $2,727+287.3% | $4,662+126.5% |
| Participant deferral / active EE | $12,406 | $5,295+134.3% | $4,523+174.3% | $6,690+85.5% |
| Admin fee / account holder | $1,481 | $7,255-79.6% | $6,155-75.9% | $13,400-88.9% |