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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 | $209,786 | $175,257+19.7% | $149,717+40.1% | $139,456+50.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.38% | 166.70%-140.3pp | 134.41%-108.0pp | 373.45%-347.1pp |
| Employer contribution / active EE | $3,112 | $5,477-43.2% | $4,820-35.4% | $4,753-34.5% |
| Participant deferral / active EE | $13,939 | $6,521+113.8% | $5,682+145.3% | $6,711+107.7% |
| Admin fee / account holder | $997 | $16,156-93.8% | $13,213-92.5% | $11,407-91.3% |