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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 | $213,275 | $129,737+64.4% | $119,126+79.0% | $154,746+37.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.04% | 379.08%-364.0pp | 282.11%-267.1pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,544 | $4,375-64.7% | $4,034-61.7% | $4,379-64.7% |
| Participant deferral / active EE | $10,454 | $5,842+78.9% | $5,318+96.6% | $6,730+55.3% |
| Admin fee / account holder | $520 | $11,961-95.7% | $10,693-95.1% | $14,365-96.4% |