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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 | $223,457 | $226,046-1.1% | $182,508+22.4% | $152,870+46.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 15.18% | 192.52%-177.3pp | 148.54%-133.4pp | 345.34%-330.2pp |
| Employer contribution / active EE | $9,761 | $4,977+96.1% | $4,075+139.5% | $4,763+104.9% |
| Participant deferral / active EE | $3,336 | $6,368-47.6% | $5,525-39.6% | $5,850-43.0% |
| Admin fee / account holder | $1,752 | $10,704-83.6% | $8,592-79.6% | $11,597-84.9% |