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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 | $132,893 | $80,992+64.1% | $96,534+37.7% | $75,173+76.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 136.50% | 27.05%+109.4pp | 25.88%+110.6pp | 160.72%-24.2pp |
| Employer contribution / active EE | $8,926 | $2,283+291.0% | $2,965+201.0% | $2,671+234.2% |
| Participant deferral / active EE | $7,107 | $3,929+80.9% | $4,851+46.5% | $4,126+72.2% |
| Admin fee / account holder | $10,627 | $6,717+58.2% | $8,253+28.8% | $5,651+88.1% |