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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 | $180,312 | $167,030+8.0% | $135,768+32.8% | $155,188+16.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 12.96% | 678.39%-665.4pp | 526.10%-513.1pp | 148.84%-135.9pp |
| Employer contribution / active EE | $3,222 | $4,132-22.0% | $3,394-5.1% | $4,248-24.1% |
| Participant deferral / active EE | $8,613 | $4,528+90.2% | $3,977+116.6% | $6,531+31.9% |
| Admin fee / account holder | $420 | $8,172-94.9% | $7,048-94.0% | $14,480-97.1% |