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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 | $179,939 | $134,817+33.5% | $123,973+45.1% | $155,188+15.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 8.19% | 515.49%-507.3pp | 388.13%-379.9pp | 148.84%-140.6pp |
| Employer contribution / active EE | $21,429 | $4,425+384.3% | $4,126+419.4% | $4,248+404.5% |
| Participant deferral / active EE | $2,229 | $5,706-60.9% | $5,247-57.5% | $6,531-65.9% |
| Admin fee / account holder | $525 | $13,245-96.0% | $11,799-95.5% | $14,480-96.4% |