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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 | $209,176 | $126,113+65.9% | $116,096+80.2% | $155,188+34.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 17.18% | 391.72%-374.5pp | 326.25%-309.1pp | 148.84%-131.7pp |
| Employer contribution / active EE | $2,555 | $2,672-4.4% | $2,503+2.1% | $4,248-39.8% |
| Participant deferral / active EE | $10,083 | $4,162+142.3% | $3,952+155.1% | $6,531+54.4% |
| Admin fee / account holder | $8,368 | $8,045+4.0% | $7,704+8.6% | $14,480-42.2% |