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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 | $229,596 | $176,120+30.4% | $159,487+44.0% | $167,553+37.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.99% | 331.95%-318.0pp | 263.71%-249.7pp | 478.89%-464.9pp |
| Employer contribution / active EE | $3,197 | $5,299-39.7% | $4,831-33.8% | $4,840-33.9% |
| Participant deferral / active EE | $7,615 | $7,752-1.8% | $7,354+3.6% | $6,343+20.1% |
| Admin fee / account holder | $425 | $12,561-96.6% | $10,804-96.1% | $12,316-96.6% |