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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 | $195,042 | $149,040+30.9% | $120,225+62.2% | $137,256+42.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.97% | 605.68%-591.7pp | 439.23%-425.3pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,947 | $4,350-32.3% | $3,475-15.2% | $4,156-29.1% |
| Participant deferral / active EE | $7,279 | $4,655+56.4% | $3,999+82.0% | $6,407+13.6% |
| Admin fee / account holder | $2,753 | $6,348-56.6% | $5,696-51.7% | $12,270-77.6% |