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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 | $118,506 | $72,071+64.4% | $68,368+73.3% | $137,256-13.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.08% | 353.14%-337.1pp | 292.57%-276.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $7,447 | $2,788+167.1% | $2,649+181.1% | $4,156+79.2% |
| Participant deferral / active EE | $7,480 | $4,410+69.6% | $4,123+81.4% | $6,407+16.8% |
| Admin fee / account holder | $8,878 | $5,336+66.4% | $5,150+72.4% | $12,270-27.6% |