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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 | $222,285 | $125,190+77.6% | $105,624+110.4% | $145,897+52.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.82% | 225.22%-209.4pp | 116.20%-100.4pp | 552.29%-536.5pp |
| Employer contribution / active EE | $5,226 | $3,720+40.5% | $3,168+65.0% | $4,663+12.1% |
| Participant deferral / active EE | $7,439 | $5,716+30.2% | $5,013+48.4% | $6,689+11.2% |
| Admin fee / account holder | $4,233 | $17,138-75.3% | $10,961-61.4% | $13,390-68.4% |