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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 | $189,222 | $107,341+76.3% | $92,897+103.7% | $152,870+23.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.58% | 145.59%-126.0pp | 109.42%-89.8pp | 345.34%-325.8pp |
| Employer contribution / active EE | $2,775 | $4,221-34.3% | $3,653-24.0% | $4,763-41.7% |
| Participant deferral / active EE | $6,264 | $4,847+29.2% | $4,238+47.8% | $5,850+7.1% |
| Admin fee / account holder | $12,667 | $7,080+78.9% | $5,794+118.6% | $11,597+9.2% |