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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 | $199,418 | $115,814+72.2% | $101,275+96.9% | $158,982+25.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.42% | 56.16%-40.7pp | 46.48%-31.1pp | 302.99%-287.6pp |
| Employer contribution / active EE | $2,835 | $4,176-32.1% | $3,660-22.5% | $4,763-40.5% |
| Participant deferral / active EE | $5,488 | $4,958+10.7% | $4,371+25.6% | $5,983-8.3% |
| Admin fee / account holder | $827 | $7,249-88.6% | $5,948-86.1% | $11,252-92.7% |