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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 | $189,806 | $105,198+80.4% | $159,455+19.0% | $85,856+121.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.81% | 45.08%-30.3pp | 263.63%-248.8pp | 318.58%-303.8pp |
| Employer contribution / active EE | $3,395 | $3,319+2.3% | $4,830-29.7% | $2,565+32.3% |
| Participant deferral / active EE | $8,434 | $5,946+41.8% | $7,353+14.7% | $3,952+113.4% |
| Admin fee / account holder | $980 | $6,934-85.9% | $10,800-90.9% | $6,261-84.3% |