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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 | $208,850 | $124,314+68.0% | $109,163+91.3% | $167,518+24.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.32% | 26.04%-7.7pp | 25.75%-7.4pp | 478.71%-460.4pp |
| Employer contribution / active EE | $10,840 | $4,209+157.6% | $3,723+191.2% | $4,838+124.0% |
| Participant deferral / active EE | $7,950 | $5,256+51.2% | $4,654+70.8% | $6,342+25.4% |
| Admin fee / account holder | $5,731 | $7,973-28.1% | $6,754-15.2% | $12,312-53.5% |