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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 | $129,095+26.5% | $184,185-11.4% | $77,692+110.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 84.03% | 33.29%+50.7pp | 28.81%+55.2pp | 31.25%+52.8pp |
| Employer contribution / active EE | $8,667 | $4,410+96.5% | $6,426+34.9% | $2,726+217.9% |
| Participant deferral / active EE | $8,053 | $7,300+10.3% | $9,132-11.8% | $4,648+73.2% |
| Admin fee / account holder | $3,600 | $256+1307.9% | $13,909-74.1% | $431+736.3% |