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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 | $129,227+26.3% | $184,256-11.4% | $77,762+109.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 84.03% | 33.24%+50.8pp | 28.85%+55.2pp | 31.27%+52.8pp |
| Employer contribution / active EE | $8,667 | $4,412+96.4% | $6,427+34.8% | $2,728+217.7% |
| Participant deferral / active EE | $8,053 | $7,307+10.2% | $9,133-11.8% | $4,651+73.2% |
| Admin fee / account holder | $3,600 | $256+1307.9% | $13,899-74.1% | $433+731.7% |