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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 | $182,365 | $134,817+35.3% | $123,973+47.1% | $155,188+17.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.51% | 515.49%-499.0pp | 388.13%-371.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $10,979 | $4,425+148.1% | $4,126+166.1% | $4,248+158.5% |
| Participant deferral / active EE | $8,225 | $5,706+44.1% | $5,247+56.8% | $6,531+25.9% |
| Admin fee / account holder | $41,055 | $13,245+210.0% | $11,799+248.0% | $14,480+183.5% |