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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 | $207,252 | $118,708+74.6% | $98,920+109.5% | $158,982+30.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.59% | 372.49%-359.9pp | 196.47%-183.9pp | 302.99%-290.4pp |
| Employer contribution / active EE | $3,070 | $3,334-7.9% | $2,689+14.1% | $4,763-35.5% |
| Participant deferral / active EE | $3,483 | $5,089-31.6% | $4,245-17.9% | $5,983-41.8% |
| Admin fee / account holder | $3,264 | $10,134-67.8% | $6,643-50.9% | $11,252-71.0% |