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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 | $218,428 | $176,105+24.0% | $159,474+37.0% | $167,536+30.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.94% | 331.91%-319.0pp | 263.68%-250.7pp | 478.82%-465.9pp |
| Employer contribution / active EE | $2,558 | $5,299-51.7% | $4,831-47.0% | $4,839-47.1% |
| Participant deferral / active EE | $10,976 | $7,751+41.6% | $7,353+49.3% | $6,342+73.1% |
| Admin fee / account holder | $2,315 | $12,559-81.6% | $10,802-78.6% | $12,315-81.2% |