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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 | $235,972 | $134,817+75.0% | $123,973+90.3% | $155,188+52.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 11.36% | 515.49%-504.1pp | 388.13%-376.8pp | 148.84%-137.5pp |
| Employer contribution / active EE | $8,431 | $4,425+90.5% | $4,126+104.3% | $4,248+98.5% |
| Participant deferral / active EE | $8,062 | $5,706+41.3% | $5,247+53.7% | $6,531+23.4% |
| Admin fee / account holder | $4,093 | $13,245-69.1% | $11,799-65.3% | $14,480-71.7% |