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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 | $117,481 | $90,530+29.8% | $76,030+54.5% | $145,897-19.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.56% | 625.08%-615.5pp | 361.54%-352.0pp | 552.29%-542.7pp |
| Employer contribution / active EE | $3,637 | $3,319+9.6% | $2,688+35.3% | $4,663-22.0% |
| Participant deferral / active EE | $10,768 | $5,164+108.5% | $4,257+152.9% | $6,689+61.0% |
| Admin fee / account holder | $30,906 | $8,383+268.7% | $6,421+381.4% | $13,390+130.8% |