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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 | $174,653 | $134,817+29.5% | $123,973+40.9% | $155,188+12.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.34% | 515.49%-503.2pp | 388.13%-375.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $11,724 | $4,425+164.9% | $4,126+184.2% | $4,248+176.0% |
| Participant deferral / active EE | $22,350 | $5,706+291.7% | $5,247+326.0% | $6,531+242.2% |
| Admin fee / account holder | $33,089 | $13,245+149.8% | $11,799+180.4% | $14,480+128.5% |