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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 | $230,601 | $175,231+31.6% | $149,696+54.0% | $139,466+65.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 32.43% | 166.77%-134.3pp | 134.46%-102.0pp | 373.66%-341.2pp |
| Employer contribution / active EE | $3,158 | $5,478-42.3% | $4,821-34.5% | $4,754-33.6% |
| Participant deferral / active EE | $9,523 | $6,521+46.0% | $5,682+67.6% | $6,712+41.9% |
| Admin fee / account holder | $8,320 | $16,155-48.5% | $13,212-37.0% | $11,409-27.1% |