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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 | $207,201 | $93,598+121.4% | $135,974+52.4% | $75,173+175.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 64.51% | 30.89%+33.6pp | 68.30%-3.8pp | 160.72%-96.2pp |
| Employer contribution / active EE | $24,409 | $3,538+589.9% | $4,859+402.4% | $2,671+813.9% |
| Participant deferral / active EE | $16,551 | $6,405+158.4% | $7,760+113.3% | $4,126+301.1% |
| Admin fee / account holder | $525 | $6,978-92.5% | $10,767-95.1% | $5,651-90.7% |