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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 | $108,188 | $111,830-3.3% | $93,696+15.5% | $145,884-25.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.03% | 204.08%-192.1pp | 133.74%-121.7pp | 551.85%-539.8pp |
| Employer contribution / active EE | $12,637 | $3,093+308.6% | $2,422+421.8% | $4,662+171.1% |
| Participant deferral / active EE | $8,646 | $4,920+75.7% | $4,417+95.7% | $6,690+29.2% |
| Admin fee / account holder | $26,366 | $10,249+157.3% | $8,287+218.2% | $13,392+96.9% |