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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 | $200,576 | $175,259+14.4% | $149,723+34.0% | $139,487+43.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.43% | 166.82%-146.4pp | 134.50%-114.1pp | 373.84%-353.4pp |
| Employer contribution / active EE | $3,736 | $5,478-31.8% | $4,821-22.5% | $4,755-21.4% |
| Participant deferral / active EE | $9,348 | $6,522+43.3% | $5,682+64.5% | $6,713+39.3% |
| Admin fee / account holder | $5,511 | $16,158-65.9% | $13,215-58.3% | $11,407-51.7% |