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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 | $195,996 | $134,817+45.4% | $123,973+58.1% | $155,188+26.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.09% | 515.49%-498.4pp | 388.13%-371.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $4,019 | $4,425-9.2% | $4,126-2.6% | $4,248-5.4% |
| Participant deferral / active EE | $14,766 | $5,706+158.8% | $5,247+181.4% | $6,531+126.1% |
| Admin fee / account holder | $22,564 | $13,245+70.4% | $11,799+91.2% | $14,480+55.8% |