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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 | $174,657 | $98,766+76.8% | $149,730+16.6% | $79,852+118.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.50% | 27.43%-8.9pp | 276.70%-258.2pp | 31.72%-13.2pp |
| Employer contribution / active EE | $7,770 | $3,217+141.5% | $4,645+67.3% | $2,471+214.4% |
| Participant deferral / active EE | $10,738 | $5,681+89.0% | $6,843+56.9% | $3,740+187.1% |
| Admin fee / account holder | $7,754 | $6,052+28.1% | $9,310-16.7% | $5,306+46.1% |