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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 | $246,095 | $107,363+129.2% | $92,909+164.9% | $152,897+61.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.64% | 145.63%-126.0pp | 109.44%-89.8pp | 345.43%-325.8pp |
| Employer contribution / active EE | $2,721 | $4,222-35.6% | $3,653-25.5% | $4,764-42.9% |
| Participant deferral / active EE | $3,656 | $4,848-24.6% | $4,238-13.7% | $5,851-37.5% |
| Admin fee / account holder | $533 | $7,082-92.5% | $5,795-90.8% | $11,599-95.4% |