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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 | $242,349 | $150,412+61.1% | $120,574+101.0% | $145,884+66.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.97% | 154.50%-144.5pp | 107.42%-97.5pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,418 | $4,355-67.4% | $3,471-59.1% | $4,662-69.6% |
| Participant deferral / active EE | $7,395 | $6,175+19.8% | $4,996+48.0% | $6,690+10.6% |
| Admin fee / account holder | $1,104 | $12,224-91.0% | $9,445-88.3% | $13,392-91.8% |