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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 | $207,968 | $175,231+18.7% | $149,696+38.9% | $139,466+49.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.26% | 166.77%-149.5pp | 134.46%-117.2pp | 373.66%-356.4pp |
| Employer contribution / active EE | $3,617 | $5,478-34.0% | $4,821-25.0% | $4,754-23.9% |
| Participant deferral / active EE | $8,386 | $6,521+28.6% | $5,682+47.6% | $6,712+24.9% |
| Admin fee / account holder | $1,182 | $16,155-92.7% | $13,212-91.1% | $11,409-89.6% |