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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 | $173,955 | $118,708+46.5% | $98,920+75.9% | $158,982+9.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 18.49% | 372.49%-354.0pp | 196.47%-178.0pp | 302.99%-284.5pp |
| Employer contribution / active EE | $4,940 | $3,334+48.2% | $2,689+83.7% | $4,763+3.7% |
| Participant deferral / active EE | $7,164 | $5,089+40.8% | $4,245+68.8% | $5,983+19.7% |
| Admin fee / account holder | $2,319 | $10,134-77.1% | $6,643-65.1% | $11,252-79.4% |