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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 | $176,893 | $134,817+31.2% | $123,973+42.7% | $155,188+14.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.77% | 515.49%-499.7pp | 388.13%-372.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $12,747 | $4,425+188.1% | $4,126+209.0% | $4,248+200.1% |
| Participant deferral / active EE | $6,558 | $5,706+14.9% | $5,247+25.0% | $6,531+0.4% |
| Admin fee / account holder | $57,814 | $13,245+336.5% | $11,799+390.0% | $14,480+299.3% |