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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 | $209,386 | $137,414+52.4% | $189,545+10.5% | $85,851+143.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.65% | 38.14%-21.5pp | 555.36%-538.7pp | 318.63%-302.0pp |
| Employer contribution / active EE | $3,132 | $4,344-27.9% | $6,162-49.2% | $2,565+22.1% |
| Participant deferral / active EE | $7,345 | $6,260+17.3% | $8,220-10.7% | $3,952+85.8% |
| Admin fee / account holder | $849 | $8,630-90.2% | $12,049-93.0% | $6,261-86.4% |