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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 | $162,529+20.0% | $130,788+49.1% | $154,746+26.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.97% | 510.48%-496.5pp | 386.44%-372.5pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,947 | $4,447-33.7% | $3,558-17.2% | $4,379-32.7% |
| Participant deferral / active EE | $7,279 | $4,808+51.4% | $4,137+75.9% | $6,730+8.1% |
| Admin fee / account holder | $2,753 | $7,669-64.1% | $6,673-58.7% | $14,365-80.8% |