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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 | $193,566 | $149,040+29.9% | $120,225+61.0% | $137,256+41.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.20% | 605.68%-594.5pp | 439.23%-428.0pp | 220.34%-209.1pp |
| Employer contribution / active EE | $16,049 | $4,350+268.9% | $3,475+361.8% | $4,156+286.2% |
| Participant deferral / active EE | $12,683 | $4,655+172.5% | $3,999+217.2% | $6,407+98.0% |
| Admin fee / account holder | $1,792 | $6,348-71.8% | $5,696-68.5% | $12,270-85.4% |