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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 | $231,463 | $180,466+28.3% | $154,114+50.2% | $135,382+71.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 10.21% | 888.15%-877.9pp | 735.16%-725.0pp | 519.77%-509.6pp |
| Employer contribution / active EE | $2,246 | $6,035-62.8% | $5,298-57.6% | $4,779-53.0% |
| Participant deferral / active EE | $8,564 | $5,806+47.5% | $5,081+68.6% | $5,609+52.7% |
| Admin fee / account holder | $1,115 | $16,144-93.1% | $13,411-91.7% | $10,829-89.7% |