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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 | $233,925 | $175,259+33.5% | $149,723+56.2% | $139,487+67.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.81% | 166.82%-150.0pp | 134.50%-117.7pp | 373.84%-357.0pp |
| Employer contribution / active EE | $2,692 | $5,478-50.9% | $4,821-44.2% | $4,755-43.4% |
| Participant deferral / active EE | $8,447 | $6,522+29.5% | $5,682+48.7% | $6,713+25.8% |
| Admin fee / account holder | $1,038 | $16,158-93.6% | $13,215-92.1% | $11,407-90.9% |