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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 | $214,648 | $175,231+22.5% | $149,696+43.4% | $139,466+53.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 40.45% | 166.77%-126.3pp | 134.46%-94.0pp | 373.66%-333.2pp |
| Employer contribution / active EE | $2,334 | $5,478-57.4% | $4,821-51.6% | $4,754-50.9% |
| Participant deferral / active EE | $4,733 | $6,521-27.4% | $5,682-16.7% | $6,712-29.5% |
| Admin fee / account holder | $965 | $16,155-94.0% | $13,212-92.7% | $11,409-91.5% |