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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 | $217,296 | $175,259+24.0% | $149,723+45.1% | $139,487+55.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.56% | 166.82%-153.3pp | 134.50%-120.9pp | 373.84%-360.3pp |
| Employer contribution / active EE | $2,503 | $5,478-54.3% | $4,821-48.1% | $4,755-47.4% |
| Participant deferral / active EE | $2,561 | $6,522-60.7% | $5,682-54.9% | $6,713-61.8% |
| Admin fee / account holder | $1,186 | $16,158-92.7% | $13,215-91.0% | $11,407-89.6% |