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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 | $198,520 | $134,817+47.3% | $123,973+60.1% | $155,188+27.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.77% | 515.49%-497.7pp | 388.13%-370.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $16,926 | $4,425+282.5% | $4,126+310.3% | $4,248+298.5% |
| Participant deferral / active EE | $3,016 | $5,706-47.1% | $5,247-42.5% | $6,531-53.8% |
| Admin fee / account holder | $1,302 | $13,245-90.2% | $11,799-89.0% | $14,480-91.0% |