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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 | $202,972 | $129,737+56.4% | $119,126+70.4% | $154,746+31.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.69% | 379.08%-366.4pp | 282.11%-269.4pp | 172.34%-159.6pp |
| Employer contribution / active EE | $3,522 | $4,375-19.5% | $4,034-12.7% | $4,379-19.6% |
| Participant deferral / active EE | $9,199 | $5,842+57.5% | $5,318+73.0% | $6,730+36.7% |
| Admin fee / account holder | $18,905 | $11,961+58.1% | $10,693+76.8% | $14,365+31.6% |