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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 | $245,464 | $175,257+40.1% | $149,717+64.0% | $139,456+76.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.23% | 166.70%-145.5pp | 134.41%-113.2pp | 373.45%-352.2pp |
| Employer contribution / active EE | $1,475 | $5,477-73.1% | $4,820-69.4% | $4,753-69.0% |
| Participant deferral / active EE | $6,767 | $6,521+3.8% | $5,682+19.1% | $6,711+0.8% |
| Admin fee / account holder | $1,892 | $16,156-88.3% | $13,213-85.7% | $11,407-83.4% |