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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 | $202,337 | $135,645+49.2% | $110,243+83.5% | $135,379+49.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 11.79% | 513.24%-501.4pp | 314.76%-303.0pp | 519.79%-508.0pp |
| Employer contribution / active EE | $2,950 | $4,907-39.9% | $3,827-22.9% | $4,779-38.3% |
| Participant deferral / active EE | $2,442 | $5,507-55.7% | $4,672-47.7% | $5,609-56.5% |
| Admin fee / account holder | $3,244 | $11,458-71.7% | $8,548-62.0% | $10,828-70.0% |