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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 | $204,028 | $118,708+71.9% | $98,920+106.3% | $158,982+28.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.11% | 372.49%-365.4pp | 196.47%-189.4pp | 302.99%-295.9pp |
| Employer contribution / active EE | $4,868 | $3,334+46.0% | $2,689+81.0% | $4,763+2.2% |
| Participant deferral / active EE | $9,344 | $5,089+83.6% | $4,245+120.1% | $5,983+56.2% |
| Admin fee / account holder | $39,867 | $10,134+293.4% | $6,643+500.2% | $11,252+254.3% |