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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 | $186,329 | $108,942+71.0% | $100,415+85.6% | $145,897+27.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.47% | 58.27%-38.8pp | 49.47%-30.0pp | 552.29%-532.8pp |
| Employer contribution / active EE | $10,735 | $4,422+142.8% | $3,943+172.3% | $4,663+130.2% |
| Participant deferral / active EE | $9,249 | $8,461+9.3% | $8,091+14.3% | $6,689+38.3% |
| Admin fee / account holder | $4,167 | $9,702-57.0% | $7,906-47.3% | $13,390-68.9% |