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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 | $190,325 | $121,677+56.4% | $104,625+81.9% | $158,966+19.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 11.92% | 465.58%-453.7pp | 340.60%-328.7pp | 302.95%-291.0pp |
| Employer contribution / active EE | $2,556 | $3,165-19.2% | $2,681-4.7% | $4,762-46.3% |
| Participant deferral / active EE | $5,790 | $4,175+38.7% | $3,738+54.9% | $5,983-3.2% |
| Admin fee / account holder | $6,962 | $7,777-10.5% | $6,465+7.7% | $11,250-38.1% |