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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 | $202,998 | $175,257+15.8% | $149,717+35.6% | $139,456+45.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.53% | 166.70%-151.2pp | 134.41%-118.9pp | 373.45%-357.9pp |
| Employer contribution / active EE | $2,161 | $5,477-60.5% | $4,820-55.2% | $4,753-54.5% |
| Participant deferral / active EE | $4,828 | $6,521-26.0% | $5,682-15.0% | $6,711-28.1% |
| Admin fee / account holder | $1,222 | $16,156-92.4% | $13,213-90.8% | $11,407-89.3% |