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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 | $215,594 | $72,071+199.1% | $68,368+215.3% | $137,256+57.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.39% | 353.14%-336.8pp | 292.57%-276.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,946 | $2,788+41.5% | $2,649+49.0% | $4,156-5.0% |
| Participant deferral / active EE | $5,515 | $4,410+25.1% | $4,123+33.8% | $6,407-13.9% |
| Admin fee / account holder | $4,664 | $5,336-12.6% | $5,150-9.4% | $12,270-62.0% |