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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 | $238,734 | $134,817+77.1% | $123,973+92.6% | $155,188+53.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.04% | 515.49%-500.5pp | 388.13%-373.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $2,198 | $4,425-50.3% | $4,126-46.7% | $4,248-48.3% |
| Participant deferral / active EE | $9,010 | $5,706+57.9% | $5,247+71.7% | $6,531+38.0% |
| Admin fee / account holder | $2,656 | $13,245-79.9% | $11,799-77.5% | $14,480-81.7% |