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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 | $209,848 | $72,071+191.2% | $68,368+206.9% | $137,256+52.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.96% | 353.14%-338.2pp | 292.57%-277.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $4,272 | $2,788+53.2% | $2,649+61.3% | $4,156+2.8% |
| Participant deferral / active EE | $4,279 | $4,410-3.0% | $4,123+3.8% | $6,407-33.2% |
| Admin fee / account holder | $7,968 | $5,336+49.3% | $5,150+54.7% | $12,270-35.1% |