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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 | $247,340 | $217,432+13.8% | $185,849+33.1% | $167,536+47.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.65% | 148.42%-138.8pp | 122.10%-112.4pp | 478.82%-469.2pp |
| Employer contribution / active EE | $2,909 | $5,875-50.5% | $5,169-43.7% | $4,839-39.9% |
| Participant deferral / active EE | $4,259 | $6,357-33.0% | $5,569-23.5% | $6,342-32.8% |
| Admin fee / account holder | $1,197 | $19,818-94.0% | $16,244-92.6% | $12,315-90.3% |