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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 | $246,950 | $175,259+40.9% | $149,723+64.9% | $139,487+77.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.06% | 166.82%-150.8pp | 134.50%-118.4pp | 373.84%-357.8pp |
| Employer contribution / active EE | $1,091 | $5,478-80.1% | $4,821-77.4% | $4,755-77.1% |
| Participant deferral / active EE | $14,167 | $6,522+117.2% | $5,682+149.3% | $6,713+111.0% |
| Admin fee / account holder | $9,160 | $16,158-43.3% | $13,215-30.7% | $11,407-19.7% |