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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 | $235,567 | $165,351+42.5% | $149,710+57.3% | $158,931+48.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.74% | 348.19%-332.4pp | 276.63%-260.9pp | 302.86%-287.1pp |
| Employer contribution / active EE | $2,008 | $5,103-60.7% | $4,645-56.8% | $4,761-57.8% |
| Participant deferral / active EE | $13,301 | $7,181+85.2% | $6,842+94.4% | $5,982+122.3% |
| Admin fee / account holder | $41,948 | $10,807+288.1% | $9,309+350.6% | $11,247+273.0% |