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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 | $213,003 | $102,595+107.6% | $94,057+126.5% | $154,746+37.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.16% | 583.42%-568.3pp | 480.62%-465.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,504 | $3,147-52.2% | $2,933-48.7% | $4,379-65.7% |
| Participant deferral / active EE | $5,354 | $5,118+4.6% | $4,709+13.7% | $6,730-20.4% |
| Admin fee / account holder | $2,451 | $7,736-68.3% | $7,244-66.2% | $14,365-82.9% |