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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 | $225,571 | $183,592+22.9% | $155,567+45.0% | $145,959+54.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.89% | 61.24%-47.3pp | 64.74%-50.8pp | 561.95%-548.1pp |
| Employer contribution / active EE | $2,177 | $5,315-59.0% | $4,674-53.4% | $4,661-53.3% |
| Participant deferral / active EE | $3,767 | $6,464-41.7% | $5,628-33.1% | $6,689-43.7% |
| Admin fee / account holder | $20,327 | $19,318+5.2% | $15,916+27.7% | $13,398+51.7% |