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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 | $247,847 | $175,259+41.4% | $149,723+65.5% | $139,487+77.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.04% | 166.82%-141.8pp | 134.50%-109.5pp | 373.84%-348.8pp |
| Employer contribution / active EE | $1,846 | $5,478-66.3% | $4,821-61.7% | $4,755-61.2% |
| Participant deferral / active EE | $6,943 | $6,522+6.5% | $5,682+22.2% | $6,713+3.4% |
| Admin fee / account holder | $838 | $16,158-94.8% | $13,215-93.7% | $11,407-92.7% |