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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 | $217,699 | $175,259+24.2% | $149,723+45.4% | $139,487+56.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.69% | 166.82%-150.1pp | 134.50%-117.8pp | 373.84%-357.1pp |
| Employer contribution / active EE | $5,285 | $5,478-3.5% | $4,821+9.6% | $4,755+11.2% |
| Participant deferral / active EE | $6,935 | $6,522+6.3% | $5,682+22.0% | $6,713+3.3% |
| Admin fee / account holder | $2,380 | $16,158-85.3% | $13,215-82.0% | $11,407-79.1% |