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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 | $174,017 | $150,197+15.9% | $120,368+44.6% | $145,959+19.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.89% | 154.26%-142.4pp | 107.26%-95.4pp | 561.95%-550.1pp |
| Employer contribution / active EE | $6,237 | $4,350+43.4% | $3,465+80.0% | $4,661+33.8% |
| Participant deferral / active EE | $11,524 | $6,174+86.7% | $4,991+130.9% | $6,689+72.3% |
| Admin fee / account holder | $954 | $12,216-92.2% | $9,429-89.9% | $13,398-92.9% |