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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 | $243,257 | $183,516+32.6% | $155,534+56.4% | $145,884+66.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.98% | 61.43%-52.4pp | 64.92%-55.9pp | 551.85%-542.9pp |
| Employer contribution / active EE | $11,318 | $5,315+113.0% | $4,675+142.1% | $4,662+142.8% |
| Participant deferral / active EE | $7,050 | $6,467+9.0% | $5,630+25.2% | $6,690+5.4% |
| Admin fee / account holder | $9,128 | $19,293-52.7% | $15,900-42.6% | $13,392-31.8% |