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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 | $243,266 | $175,259+38.8% | $149,723+62.5% | $139,487+74.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.93% | 166.82%-140.9pp | 134.50%-108.6pp | 373.84%-347.9pp |
| Employer contribution / active EE | $1,820 | $5,478-66.8% | $4,821-62.3% | $4,755-61.7% |
| Participant deferral / active EE | $10,290 | $6,522+57.8% | $5,682+81.1% | $6,713+53.3% |
| Admin fee / account holder | $1,063 | $16,158-93.4% | $13,215-92.0% | $11,407-90.7% |