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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 | $227,762 | $142,354+60.0% | $125,529+81.4% | $155,188+46.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 16.69% | 306.06%-289.4pp | 202.56%-185.9pp | 148.84%-132.1pp |
| Employer contribution / active EE | $3,030 | $3,501-13.5% | $3,058-0.9% | $4,248-28.7% |
| Participant deferral / active EE | $9,281 | $5,491+69.0% | $4,813+92.8% | $6,531+42.1% |
| Admin fee / account holder | $1,369 | $19,392-92.9% | $16,298-91.6% | $14,480-90.5% |