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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 | $224,879 | $175,231+28.3% | $149,696+50.2% | $139,466+61.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.91% | 166.77%-151.9pp | 134.46%-119.5pp | 373.66%-358.8pp |
| Employer contribution / active EE | $2,989 | $5,478-45.4% | $4,821-38.0% | $4,754-37.1% |
| Participant deferral / active EE | $7,607 | $6,521+16.6% | $5,682+33.9% | $6,712+13.3% |
| Admin fee / account holder | $2,393 | $16,155-85.2% | $13,212-81.9% | $11,409-79.0% |