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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 | $194,908 | $129,737+50.2% | $119,126+63.6% | $154,746+26.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.81% | 379.08%-365.3pp | 282.11%-268.3pp | 172.34%-158.5pp |
| Employer contribution / active EE | $2,738 | $4,375-37.4% | $4,034-32.1% | $4,379-37.5% |
| Participant deferral / active EE | $7,679 | $5,842+31.5% | $5,318+44.4% | $6,730+14.1% |
| Admin fee / account holder | $1,835 | $11,961-84.7% | $10,693-82.8% | $14,365-87.2% |