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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 | $154,062 | $90,530+70.2% | $76,030+102.6% | $145,897+5.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.77% | 625.08%-615.3pp | 361.54%-351.8pp | 552.29%-542.5pp |
| Employer contribution / active EE | $4,040 | $3,319+21.7% | $2,688+50.3% | $4,663-13.3% |
| Participant deferral / active EE | $13,323 | $5,164+158.0% | $4,257+213.0% | $6,689+99.2% |
| Admin fee / account holder | $38,864 | $8,383+363.6% | $6,421+505.3% | $13,390+190.2% |