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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 | $233,562 | $183,516+27.3% | $155,534+50.2% | $145,884+60.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.91% | 61.43%-46.5pp | 64.92%-50.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $12,931 | $5,315+143.3% | $4,675+176.6% | $4,662+177.3% |
| Participant deferral / active EE | $11,126 | $6,467+72.0% | $5,630+97.6% | $6,690+66.3% |
| Admin fee / account holder | $7,601 | $19,293-60.6% | $15,900-52.2% | $13,392-43.2% |