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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 | $174,371 | $109,411+59.4% | $89,435+95.0% | $158,982+9.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.89% | 345.68%-328.8pp | 245.55%-228.7pp | 302.99%-286.1pp |
| Employer contribution / active EE | $3,426 | $3,173+8.0% | $2,587+32.4% | $4,763-28.1% |
| Participant deferral / active EE | $10,437 | $4,600+126.9% | $3,890+168.3% | $5,983+74.4% |
| Admin fee / account holder | $6,361 | $6,159+3.3% | $4,884+30.2% | $11,252-43.5% |