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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 | $180,810 | $107,368+68.4% | $92,915+94.6% | $152,909+18.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 12.51% | 145.64%-133.1pp | 109.45%-96.9pp | 345.46%-333.0pp |
| Employer contribution / active EE | $25,974 | $4,222+515.1% | $3,653+610.9% | $4,764+445.2% |
| Participant deferral / active EE | $1,932 | $4,848-60.1% | $4,238-54.4% | $5,851-67.0% |
| Admin fee / account holder | $34,272 | $7,082+383.9% | $5,796+491.3% | $11,601+195.4% |