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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 | $189,963 | $107,368+76.9% | $92,915+104.4% | $152,909+24.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.22% | 145.64%-123.4pp | 109.45%-87.2pp | 345.46%-323.2pp |
| Employer contribution / active EE | $8,403 | $4,222+99.0% | $3,653+130.0% | $4,764+76.4% |
| Participant deferral / active EE | $10,665 | $4,848+120.0% | $4,238+151.6% | $5,851+82.3% |
| Admin fee / account holder | $7,095 | $7,082+0.2% | $5,796+22.4% | $11,601-38.8% |