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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 | $218,578 | $126,113+73.3% | $116,096+88.3% | $155,188+40.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 13.37% | 391.72%-378.4pp | 326.25%-312.9pp | 148.84%-135.5pp |
| Employer contribution / active EE | $1,894 | $2,672-29.1% | $2,503-24.4% | $4,248-55.4% |
| Participant deferral / active EE | $3,848 | $4,162-7.5% | $3,952-2.6% | $6,531-41.1% |
| Admin fee / account holder | $4,304 | $8,045-46.5% | $7,704-44.1% | $14,480-70.3% |