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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 | $170,690 | $111,787+52.7% | $93,681+82.2% | $145,978+16.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.80% | 203.52%-194.7pp | 133.47%-124.7pp | 550.52%-541.7pp |
| Employer contribution / active EE | $3,261 | $3,093+5.4% | $2,422+34.6% | $4,662-30.1% |
| Participant deferral / active EE | $11,536 | $4,918+134.6% | $4,415+161.3% | $6,690+72.4% |
| Admin fee / account holder | $2,333 | $10,256-77.3% | $8,290-71.9% | $13,400-82.6% |