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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 | $219,387 | $183,592+19.5% | $155,567+41.0% | $145,959+50.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.85% | 61.24%-48.4pp | 64.74%-51.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $1,917 | $5,315-63.9% | $4,674-59.0% | $4,661-58.9% |
| Participant deferral / active EE | $18,600 | $6,464+187.7% | $5,628+230.5% | $6,689+178.1% |
| Admin fee / account holder | $1,915 | $19,318-90.1% | $15,916-88.0% | $13,398-85.7% |