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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 | $212,907 | $105,160+102.5% | $94,679+124.9% | $139,456+52.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.31% | 38.04%-16.7pp | 156.75%-135.4pp | 373.45%-352.1pp |
| Employer contribution / active EE | $1,699 | $4,107-58.6% | $3,673-53.7% | $4,753-64.2% |
| Participant deferral / active EE | $5,583 | $7,599-26.5% | $7,417-24.7% | $6,711-16.8% |
| Admin fee / account holder | $864 | $8,988-90.4% | $7,233-88.1% | $11,407-92.4% |