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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 | $197,375 | $107,363+83.8% | $92,909+112.4% | $152,897+29.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.03% | 145.63%-130.6pp | 109.44%-94.4pp | 345.43%-330.4pp |
| Employer contribution / active EE | $5,521 | $4,222+30.8% | $3,653+51.1% | $4,764+15.9% |
| Participant deferral / active EE | $5,893 | $4,848+21.6% | $4,238+39.0% | $5,851+0.7% |
| Admin fee / account holder | $2,546 | $7,082-64.0% | $5,795-56.1% | $11,599-78.0% |