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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 | $224,661 | $175,231+28.2% | $149,696+50.1% | $139,466+61.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.55% | 166.77%-149.2pp | 134.46%-116.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $3,853 | $5,478-29.7% | $4,821-20.1% | $4,754-18.9% |
| Participant deferral / active EE | $5,822 | $6,521-10.7% | $5,682+2.5% | $6,712-13.3% |
| Admin fee / account holder | $14,254 | $16,155-11.8% | $13,212+7.9% | $11,409+24.9% |