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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 | $197,704 | $111,535+77.3% | $105,223+87.9% | $137,256+44.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 29.20% | 237.85%-208.7pp | 180.65%-151.4pp | 220.34%-191.1pp |
| Employer contribution / active EE | $9,157 | $3,939+132.5% | $3,689+148.3% | $4,156+120.3% |
| Participant deferral / active EE | $8,302 | $5,500+51.0% | $5,072+63.7% | $6,407+29.6% |
| Admin fee / account holder | $36,488 | $9,721+275.3% | $8,859+311.9% | $12,270+197.4% |