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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 | $226,094 | $118,708+90.5% | $98,920+128.6% | $158,982+42.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.48% | 372.49%-359.0pp | 196.47%-183.0pp | 302.99%-289.5pp |
| Employer contribution / active EE | $3,813 | $3,334+14.4% | $2,689+41.8% | $4,763-19.9% |
| Participant deferral / active EE | $5,976 | $5,089+17.4% | $4,245+40.8% | $5,983-0.1% |
| Admin fee / account holder | $9,274 | $10,134-8.5% | $6,643+39.6% | $11,252-17.6% |