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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 | $162,564 | $84,708+91.9% | $75,714+114.7% | $167,536-3.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 20.82% | 199.62%-178.8pp | 104.62%-83.8pp | 478.82%-458.0pp |
| Employer contribution / active EE | $8,934 | $3,231+176.5% | $2,744+225.6% | $4,839+84.6% |
| Participant deferral / active EE | $6,885 | $4,577+50.4% | $3,820+80.2% | $6,342+8.6% |
| Admin fee / account holder | $5,416 | $5,358+1.1% | $3,619+49.7% | $12,315-56.0% |