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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 | $198,066 | $144,130+37.4% | $117,860+68.1% | $147,585+34.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.32% | 531.20%-515.9pp | 335.10%-319.8pp | 578.58%-563.3pp |
| Employer contribution / active EE | $1,826 | $4,897-62.7% | $3,786-51.8% | $4,876-62.6% |
| Participant deferral / active EE | $3,444 | $5,316-35.2% | $4,482-23.2% | $5,439-36.7% |
| Admin fee / account holder | $1,809 | $10,887-83.4% | $8,021-77.4% | $10,886-83.4% |