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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 | $208,671 | $109,908+89.9% | $97,161+114.8% | $145,978+42.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.69% | 243.80%-234.1pp | 75.36%-65.7pp | 550.52%-540.8pp |
| Employer contribution / active EE | $2,716 | $3,077-11.7% | $2,723-0.3% | $4,662-41.7% |
| Participant deferral / active EE | $8,663 | $4,679+85.2% | $4,265+103.1% | $6,690+29.5% |
| Admin fee / account holder | $2,525 | $6,213-59.4% | $5,647-55.3% | $13,400-81.2% |