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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 | $226,624 | $183,539+23.5% | $155,556+45.7% | $145,897+55.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.71% | 61.31%-45.6pp | 64.84%-49.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $2,537 | $5,315-52.3% | $4,675-45.7% | $4,663-45.6% |
| Participant deferral / active EE | $8,911 | $6,467+37.8% | $5,631+58.3% | $6,689+33.2% |
| Admin fee / account holder | $566 | $19,275-97.1% | $15,885-96.4% | $13,390-95.8% |