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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 | $202,847 | $185,856+9.1% | $170,028+19.3% | $139,456+45.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.94% | 60.52%-49.6pp | 53.39%-42.4pp | 373.45%-362.5pp |
| Employer contribution / active EE | $77,667 | $7,593+922.9% | $6,788+1044.2% | $4,753+1534.2% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $12,250 | $15,387-20.4% | $12,820-4.4% | $11,407+7.4% |