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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 | $219,364 | $127,296+72.3% | $109,907+99.6% | $167,536+30.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 23.85% | 22.97%+0.9pp | 29.46%-5.6pp | 478.82%-455.0pp |
| Employer contribution / active EE | $4,510 | $3,325+35.6% | $2,844+58.6% | $4,839-6.8% |
| Participant deferral / active EE | $8,141 | $4,513+80.4% | $4,047+101.2% | $6,342+28.4% |
| Admin fee / account holder | $39,614 | $7,119+456.4% | $6,069+552.8% | $12,315+221.7% |