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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 | $224,290 | $183,539+22.2% | $155,556+44.2% | $145,897+53.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.30% | 61.31%-50.0pp | 64.84%-53.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $3,866 | $5,315-27.3% | $4,675-17.3% | $4,663-17.1% |
| Participant deferral / active EE | $12,229 | $6,467+89.1% | $5,631+117.2% | $6,689+82.8% |
| Admin fee / account holder | $1,089 | $19,275-94.3% | $15,885-93.1% | $13,390-91.9% |