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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 | $158,250 | $149,040+6.2% | $120,225+31.6% | $137,256+15.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.40% | 605.68%-592.3pp | 439.23%-425.8pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,561 | $4,350-41.1% | $3,475-26.3% | $4,156-38.4% |
| Participant deferral / active EE | $7,118 | $4,655+52.9% | $3,999+78.0% | $6,407+11.1% |
| Admin fee / account holder | $9,197 | $6,348+44.9% | $5,696+61.5% | $12,270-25.0% |