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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 | $224,594 | $139,948+60.5% | $121,663+84.6% | $154,746+45.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 9.16% | 230.52%-221.4pp | 147.54%-138.4pp | 172.34%-163.2pp |
| Employer contribution / active EE | $4,168 | $3,521+18.4% | $3,020+38.0% | $4,379-4.8% |
| Participant deferral / active EE | $8,314 | $5,629+47.7% | $4,887+70.1% | $6,730+23.5% |
| Admin fee / account holder | $66,060 | $17,321+281.4% | $14,289+362.3% | $14,365+359.9% |