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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 | $202,250 | $171,492+17.9% | $150,734+34.2% | $198,609+1.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.15% | 804.70%-789.6pp | 600.81%-585.7pp | 202.70%-187.5pp |
| Employer contribution / active EE | $2,443 | $5,470-55.3% | $4,918-50.3% | $5,055-51.7% |
| Participant deferral / active EE | $3,989 | $6,259-36.3% | $5,610-28.9% | $6,977-42.8% |
| Admin fee / account holder | $1,282 | $17,628-92.7% | $14,905-91.4% | $19,030-93.3% |