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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 | $201,935 | $149,040+35.5% | $120,225+68.0% | $137,256+47.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.88% | 605.68%-592.8pp | 439.23%-426.4pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,653 | $4,350-62.0% | $3,475-52.4% | $4,156-60.2% |
| Participant deferral / active EE | $7,664 | $4,655+64.7% | $3,999+91.7% | $6,407+19.6% |
| Admin fee / account holder | $6,251 | $6,348-1.5% | $5,696+9.7% | $12,270-49.1% |