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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 | $189,496 | $171,492+10.5% | $150,734+25.7% | $198,609-4.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 22.19% | 804.70%-782.5pp | 600.81%-578.6pp | 202.70%-180.5pp |
| Employer contribution / active EE | $4,055 | $5,470-25.9% | $4,918-17.6% | $5,055-19.8% |
| Participant deferral / active EE | $7,731 | $6,259+23.5% | $5,610+37.8% | $6,977+10.8% |
| Admin fee / account holder | $2,170 | $17,628-87.7% | $14,905-85.4% | $19,030-88.6% |