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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 | $177,475 | $137,414+29.2% | $189,537-6.4% | $85,847+106.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 29.70% | 38.14%-8.4pp | 555.34%-525.6pp | 318.61%-288.9pp |
| Employer contribution / active EE | $7,534 | $4,344+73.4% | $6,161+22.3% | $2,565+193.7% |
| Participant deferral / active EE | $5,339 | $6,260-14.7% | $8,220-35.1% | $3,952+35.1% |
| Admin fee / account holder | $2,491 | $8,630-71.1% | $12,048-79.3% | $6,261-60.2% |