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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 | $201,200 | $115,814+73.7% | $101,275+98.7% | $158,982+26.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.92% | 56.16%-35.2pp | 46.48%-25.6pp | 302.99%-282.1pp |
| Employer contribution / active EE | $3,091 | $4,176-26.0% | $3,660-15.6% | $4,763-35.1% |
| Participant deferral / active EE | $5,461 | $4,958+10.1% | $4,371+24.9% | $5,983-8.7% |
| Admin fee / account holder | $389 | $7,249-94.6% | $5,948-93.5% | $11,252-96.5% |