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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 | $174,987 | $154,159+13.5% | $130,026+34.6% | $139,456+25.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.94% | 32.50%-10.6pp | -137.26%+159.2pp | 373.45%-351.5pp |
| Employer contribution / active EE | $11,154 | $5,292+110.8% | $4,321+158.1% | $4,753+134.7% |
| Participant deferral / active EE | $13,262 | $6,710+97.7% | $5,821+127.9% | $6,711+97.6% |
| Admin fee / account holder | $957 | $14,001-93.2% | $10,608-91.0% | $11,407-91.6% |