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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 | $213,613 | $107,368+99.0% | $92,915+129.9% | $152,909+39.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.50% | 145.64%-127.1pp | 109.45%-91.0pp | 345.46%-327.0pp |
| Employer contribution / active EE | $9,646 | $4,222+128.4% | $3,653+164.0% | $4,764+102.5% |
| Participant deferral / active EE | $9,610 | $4,848+98.2% | $4,238+126.8% | $5,851+64.2% |
| Admin fee / account holder | $19,133 | $7,082+170.1% | $5,796+230.1% | $11,601+64.9% |