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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 | $199,113 | $116,203+71.4% | $93,621+112.7% | $152,909+30.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 21.67% | 35.96%-14.3pp | 32.76%-11.1pp | 345.46%-323.8pp |
| Employer contribution / active EE | $8,259 | $3,219+156.6% | $2,719+203.8% | $4,764+73.4% |
| Participant deferral / active EE | $5,996 | $4,605+30.2% | $4,070+47.3% | $5,851+2.5% |
| Admin fee / account holder | $1,282 | $10,751-88.1% | $7,890-83.7% | $11,601-88.9% |