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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 | $197,780 | $162,821+21.5% | $133,978+47.6% | $158,982+24.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.63% | 41.95%-34.3pp | 45.10%-37.5pp | 302.99%-295.4pp |
| Employer contribution / active EE | $8,608 | $4,976+73.0% | $3,919+119.7% | $4,763+80.7% |
| Participant deferral / active EE | $10,892 | $5,910+84.3% | $5,047+115.8% | $5,983+82.0% |
| Admin fee / account holder | $60,453 | $11,742+414.8% | $8,930+577.0% | $11,252+437.3% |