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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 | $163,252 | $129,159+26.4% | $184,243-11.4% | $77,714+110.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 84.03% | 33.22%+50.8pp | 28.82%+55.2pp | 31.26%+52.8pp |
| Employer contribution / active EE | $8,667 | $4,410+96.5% | $6,427+34.9% | $2,727+217.8% |
| Participant deferral / active EE | $8,053 | $7,305+10.2% | $9,132-11.8% | $4,649+73.2% |
| Admin fee / account holder | $3,600 | $256+1308.0% | $13,914-74.1% | $433+731.0% |