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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 | $236,244 | $144,130+63.9% | $117,860+100.4% | $147,585+60.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.92% | 531.20%-519.3pp | 335.10%-323.2pp | 578.58%-566.7pp |
| Employer contribution / active EE | $2,622 | $4,897-46.5% | $3,786-30.8% | $4,876-46.2% |
| Participant deferral / active EE | $7,576 | $5,316+42.5% | $4,482+69.0% | $5,439+39.3% |
| Admin fee / account holder | $669 | $10,887-93.9% | $8,021-91.7% | $10,886-93.9% |