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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 | $143,252 | $117,829+21.6% | $102,423+39.9% | $145,877-1.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 40.66% | 31.83%+8.8pp | 29.42%+11.2pp | 551.28%-510.6pp |
| Employer contribution / active EE | $30,248 | $3,615+736.8% | $3,023+900.6% | $4,663+548.7% |
| Participant deferral / active EE | $16,633 | $5,732+190.2% | $5,054+229.1% | $6,691+148.6% |
| Admin fee / account holder | $2,579 | $13,335-80.7% | $9,455-72.7% | $13,402-80.8% |