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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 | $235,828 | $183,592+28.5% | $155,567+51.6% | $145,959+61.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.90% | 61.24%-44.3pp | 64.74%-47.8pp | 561.95%-545.0pp |
| Employer contribution / active EE | $9,045 | $5,315+70.2% | $4,674+93.5% | $4,661+94.1% |
| Participant deferral / active EE | $8,843 | $6,464+36.8% | $5,628+57.1% | $6,689+32.2% |
| Admin fee / account holder | $3,505 | $19,318-81.9% | $15,916-78.0% | $13,398-73.8% |