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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 | $183,502 | $183,5390% | $155,556+18.0% | $145,897+25.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.38% | 61.31%-41.9pp | 64.84%-45.5pp | 552.29%-532.9pp |
| Employer contribution / active EE | $36,917 | $5,315+594.5% | $4,675+689.6% | $4,663+691.8% |
| Participant deferral / active EE | $26,803 | $6,467+314.5% | $5,631+376.0% | $6,689+300.7% |
| Admin fee / account holder | $84,713 | $19,275+339.5% | $15,885+433.3% | $13,390+532.6% |