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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 | $224,083 | $90,530+147.5% | $76,030+194.7% | $145,897+53.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.76% | 625.08%-613.3pp | 361.54%-349.8pp | 552.29%-540.5pp |
| Employer contribution / active EE | $15,422 | $3,319+364.6% | $2,688+473.8% | $4,663+230.8% |
| Participant deferral / active EE | $10,567 | $5,164+104.6% | $4,257+148.2% | $6,689+58.0% |
| Admin fee / account holder | $1,472 | $8,383-82.4% | $6,421-77.1% | $13,390-89.0% |