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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 | $183,965 | $95,415+92.8% | $185,851-1.0% | $85,851+114.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.65% | 23.59%-8.9pp | 122.11%-107.5pp | 318.63%-304.0pp |
| Employer contribution / active EE | $4,001 | $3,314+20.7% | $5,168-22.6% | $2,565+55.9% |
| Participant deferral / active EE | $8,518 | $3,424+148.8% | $5,569+53.0% | $3,952+115.5% |
| Admin fee / account holder | $6,209 | $7,215-13.9% | $16,245-61.8% | $6,261-0.8% |