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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 | $118,245 | $108,942+8.5% | $100,415+17.8% | $145,897-19.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.56% | 58.27%-42.7pp | 49.47%-33.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $8,364 | $4,422+89.1% | $3,943+112.1% | $4,663+79.4% |
| Participant deferral / active EE | $30,500 | $8,461+260.5% | $8,091+277.0% | $6,689+356.0% |
| Admin fee / account holder | $885 | $9,702-90.9% | $7,906-88.8% | $13,390-93.4% |