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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 | $233,131 | $183,539+27.0% | $155,556+49.9% | $145,897+59.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.67% | 61.31%-46.6pp | 64.84%-50.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,364 | $5,315-74.3% | $4,675-70.8% | $4,663-70.8% |
| Participant deferral / active EE | $8,290 | $6,467+28.2% | $5,631+47.2% | $6,689+23.9% |
| Admin fee / account holder | $1,346 | $19,275-93.0% | $15,885-91.5% | $13,390-89.9% |