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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 | $224,145 | $183,539+22.1% | $155,556+44.1% | $145,897+53.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.41% | 61.31%-43.9pp | 64.84%-47.4pp | 552.29%-534.9pp |
| Employer contribution / active EE | $3,461 | $5,315-34.9% | $4,675-26.0% | $4,663-25.8% |
| Participant deferral / active EE | $11,688 | $6,467+80.7% | $5,631+107.6% | $6,689+74.7% |
| Admin fee / account holder | $2,706 | $19,275-86.0% | $15,885-83.0% | $13,390-79.8% |