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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 | $192,287 | $115,810+66.0% | $101,271+89.9% | $158,966+21.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.86% | 56.15%-46.3pp | 46.48%-36.6pp | 302.95%-293.1pp |
| Employer contribution / active EE | $11,267 | $4,175+169.8% | $3,660+207.8% | $4,762+136.6% |
| Participant deferral / active EE | $10,238 | $4,958+106.5% | $4,371+134.2% | $5,983+71.1% |
| Admin fee / account holder | $23,856 | $7,248+229.1% | $5,948+301.1% | $11,250+112.1% |