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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 | $230,866 | $198,461+16.3% | $170,436+35.5% | $147,585+56.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.51% | 257.30%-237.8pp | 205.94%-186.4pp | 578.57%-559.1pp |
| Employer contribution / active EE | $1,830 | $6,184-70.4% | $5,433-66.3% | $4,876-62.5% |
| Participant deferral / active EE | $8,000 | $5,629+42.1% | $4,939+62.0% | $5,439+47.1% |
| Admin fee / account holder | $3,414 | $16,852-79.7% | $13,880-75.4% | $10,885-68.6% |