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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 | $125,778+66.3% | $114,563+82.6% | $154,746+35.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 17.18% | 295.14%-278.0pp | 241.09%-223.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,555 | $2,806-8.9% | $2,592-1.4% | $4,379-41.6% |
| Participant deferral / active EE | $10,083 | $4,445+126.9% | $4,142+143.4% | $6,730+49.8% |
| Admin fee / account holder | $8,368 | $8,190+2.2% | $7,623+9.8% | $14,365-41.7% |