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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 | $220,033 | $117,846+86.7% | $102,434+114.8% | $145,884+50.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 47.77% | 31.90%+15.9pp | 29.46%+18.3pp | 551.85%-504.1pp |
| Employer contribution / active EE | $9,926 | $3,615+174.6% | $3,023+228.3% | $4,662+112.9% |
| Participant deferral / active EE | $8,877 | $5,733+54.8% | $5,055+75.6% | $6,690+32.7% |
| Admin fee / account holder | $8,984 | $13,356-32.7% | $9,462-5.1% | $13,392-32.9% |