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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 | $189,775 | $72,071+163.3% | $68,368+177.6% | $137,256+38.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.65% | 353.14%-339.5pp | 292.57%-278.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $4,206 | $2,788+50.9% | $2,649+58.8% | $4,156+1.2% |
| Participant deferral / active EE | $3,773 | $4,410-14.5% | $4,123-8.5% | $6,407-41.1% |
| Admin fee / account holder | $1,200 | $5,336-77.5% | $5,150-76.7% | $12,270-90.2% |