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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 | $174,068 | $144,130+20.8% | $117,861+47.7% | $147,586+17.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.87% | 531.20%-513.3pp | 335.11%-317.2pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,883 | $4,897-41.1% | $3,786-23.9% | $4,876-40.9% |
| Participant deferral / active EE | $4,070 | $5,316-23.5% | $4,482-9.2% | $5,439-25.2% |
| Admin fee / account holder | $3,419 | $10,887-68.6% | $8,021-57.4% | $10,886-68.6% |