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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 | $158,001 | $149,040+6.0% | $120,225+31.4% | $137,256+15.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.80% | 605.68%-587.9pp | 439.23%-421.4pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,338 | $4,350-46.3% | $3,475-32.7% | $4,156-43.7% |
| Participant deferral / active EE | $16,646 | $4,655+257.6% | $3,999+316.3% | $6,407+159.8% |
| Admin fee / account holder | $850 | $6,348-86.6% | $5,696-85.1% | $12,270-93.1% |