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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 | $205,363 | $149,040+37.8% | $120,225+70.8% | $137,256+49.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.47% | 605.68%-589.2pp | 439.23%-422.8pp | 220.34%-203.9pp |
| Employer contribution / active EE | $369 | $4,350-91.5% | $3,475-89.4% | $4,156-91.1% |
| Participant deferral / active EE | $7,333 | $4,655+57.5% | $3,999+83.4% | $6,407+14.5% |
| Admin fee / account holder | $1,775 | $6,348-72.0% | $5,696-68.8% | $12,270-85.5% |