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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 | $226,135-1.2% | $182,558+22.4% | $152,909+46.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 15.18% | 192.60%-177.4pp | 148.59%-133.4pp | 345.46%-330.3pp |
| Employer contribution / active EE | $9,761 | $4,979+96.0% | $4,076+139.5% | $4,764+104.9% |
| Participant deferral / active EE | $3,336 | $6,371-47.6% | $5,526-39.6% | $5,851-43.0% |
| Admin fee / account holder | $1,752 | $10,707-83.6% | $8,594-79.6% | $11,601-84.9% |