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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 | $198,417 | $198,4570% | $170,435+16.4% | $147,586+34.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 40.25% | 257.30%-217.1pp | 205.94%-165.7pp | 578.59%-538.3pp |
| Employer contribution / active EE | $1,595 | $6,183-74.2% | $5,432-70.6% | $4,876-67.3% |
| Participant deferral / active EE | $6,374 | $5,629+13.2% | $4,939+29.0% | $5,439+17.2% |
| Admin fee / account holder | $2,045 | $16,852-87.9% | $13,881-85.3% | $10,886-81.2% |