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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 | $224,491 | $132,634+69.3% | $115,768+93.9% | $137,256+63.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 11.99% | 160.70%-148.7pp | 100.46%-88.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,691 | $3,360-19.9% | $2,940-8.5% | $4,156-35.2% |
| Participant deferral / active EE | $9,607 | $5,619+71.0% | $4,917+95.4% | $6,407+49.9% |
| Admin fee / account holder | $732 | $15,028-95.1% | $12,439-94.1% | $12,270-94.0% |