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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 | $201,531 | $180,749+11.5% | $160,784+25.3% | $137,256+46.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.35% | 2234.46%-2221.1pp | 1803.92%-1790.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,887 | $4,155-30.5% | $3,733-22.6% | $4,156-30.5% |
| Participant deferral / active EE | $20,797 | $6,844+203.9% | $6,293+230.5% | $6,407+224.6% |
| Admin fee / account holder | $2,442 | $10,397-76.5% | $9,717-74.9% | $12,270-80.1% |