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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 | $230,094 | $176,120+30.6% | $159,487+44.3% | $167,553+37.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.01% | 331.95%-320.9pp | 263.71%-252.7pp | 478.89%-467.9pp |
| Employer contribution / active EE | $2,529 | $5,299-52.3% | $4,831-47.7% | $4,840-47.7% |
| Participant deferral / active EE | $11,522 | $7,752+48.6% | $7,354+56.7% | $6,343+81.7% |
| Admin fee / account holder | $1,110 | $12,561-91.2% | $10,804-89.7% | $12,316-91.0% |