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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 | $221,644 | $185,883+19.2% | $170,043+30.3% | $139,466+58.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.63% | 60.54%-45.9pp | 53.40%-38.8pp | 373.66%-359.0pp |
| Employer contribution / active EE | $2,390 | $7,596-68.5% | $6,790-64.8% | $4,754-49.7% |
| Participant deferral / active EE | $12,813 | $11,626+10.2% | $10,410+23.1% | $6,712+90.9% |
| Admin fee / account holder | $4,443 | $15,393-71.1% | $12,824-65.4% | $11,409-61.1% |