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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 | $188,363 | $175,259+7.5% | $149,723+25.8% | $139,487+35.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.99% | 166.82%-150.8pp | 134.50%-118.5pp | 373.84%-357.8pp |
| Employer contribution / active EE | $3,355 | $5,478-38.8% | $4,821-30.4% | $4,755-29.4% |
| Participant deferral / active EE | $8,784 | $6,522+34.7% | $5,682+54.6% | $6,713+30.9% |
| Admin fee / account holder | $1,458 | $16,158-91.0% | $13,215-89.0% | $11,407-87.2% |