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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 | $247,808 | $171,492+44.5% | $150,734+64.4% | $198,609+24.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 17.40% | 804.70%-787.3pp | 600.81%-583.4pp | 202.70%-185.3pp |
| Employer contribution / active EE | $3,622 | $5,470-33.8% | $4,918-26.3% | $5,055-28.3% |
| Participant deferral / active EE | $6,700 | $6,259+7.0% | $5,610+19.4% | $6,977-4.0% |
| Admin fee / account holder | $2,189 | $17,628-87.6% | $14,905-85.3% | $19,030-88.5% |