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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 | $225,090 | $129,737+73.5% | $119,126+89.0% | $154,746+45.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 23.68% | 379.08%-355.4pp | 282.11%-258.4pp | 172.34%-148.7pp |
| Employer contribution / active EE | $3,792 | $4,375-13.3% | $4,034-6.0% | $4,379-13.4% |
| Participant deferral / active EE | $18,777 | $5,842+221.4% | $5,318+253.1% | $6,730+179.0% |
| Admin fee / account holder | $6,773 | $11,961-43.4% | $10,693-36.7% | $14,365-52.9% |