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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 | $208,388 | $117,846+76.8% | $102,434+103.4% | $145,884+42.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.51% | 31.90%-11.4pp | 29.46%-9.0pp | 551.85%-531.3pp |
| Employer contribution / active EE | $6,914 | $3,615+91.3% | $3,023+128.7% | $4,662+48.3% |
| Participant deferral / active EE | $6,932 | $5,733+20.9% | $5,055+37.1% | $6,690+3.6% |
| Admin fee / account holder | $37,267 | $13,356+179.0% | $9,462+293.9% | $13,392+178.3% |