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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 | $247,747 | $175,259+41.4% | $149,723+65.5% | $139,487+77.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.70% | 166.82%-151.1pp | 134.50%-118.8pp | 373.84%-358.1pp |
| Employer contribution / active EE | $4,753 | $5,478-13.2% | $4,821-1.4% | $4,7550% |
| Participant deferral / active EE | $6,073 | $6,522-6.9% | $5,682+6.9% | $6,713-9.5% |
| Admin fee / account holder | $1,440 | $16,158-91.1% | $13,215-89.1% | $11,407-87.4% |