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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 | $228,147 | $108,922+109.5% | $100,398+127.2% | $145,978+56.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.16% | 58.04%-37.9pp | 49.32%-29.2pp | 550.52%-530.4pp |
| Employer contribution / active EE | $5,059 | $4,426+14.3% | $3,946+28.2% | $4,662+8.5% |
| Participant deferral / active EE | $7,575 | $8,450-10.4% | $8,084-6.3% | $6,690+13.2% |
| Admin fee / account holder | $7,500 | $9,680-22.5% | $7,893-5.0% | $13,400-44.0% |