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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 | $186,653 | $175,231+6.5% | $149,696+24.7% | $139,466+33.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.61% | 166.77%-152.2pp | 134.46%-119.8pp | 373.66%-359.0pp |
| Employer contribution / active EE | $2,400 | $5,478-56.2% | $4,821-50.2% | $4,754-49.5% |
| Participant deferral / active EE | $7,500 | $6,521+15.0% | $5,682+32.0% | $6,712+11.7% |
| Admin fee / account holder | $730 | $16,155-95.5% | $13,212-94.5% | $11,409-93.6% |