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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 | $226,945 | $125,190+81.3% | $105,624+114.9% | $145,897+55.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.35% | 225.22%-208.9pp | 116.20%-99.9pp | 552.29%-535.9pp |
| Employer contribution / active EE | $2,175 | $3,720-41.5% | $3,168-31.3% | $4,663-53.3% |
| Participant deferral / active EE | $6,330 | $5,716+10.7% | $5,013+26.3% | $6,689-5.4% |
| Admin fee / account holder | $23,865 | $17,138+39.3% | $10,961+117.7% | $13,390+78.2% |