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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 | $229,306 | $217,432+5.5% | $185,851+23.4% | $167,553+36.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.56% | 148.43%-127.9pp | 122.11%-101.5pp | 478.89%-458.3pp |
| Employer contribution / active EE | $4,410 | $5,874-24.9% | $5,168-14.7% | $4,840-8.9% |
| Participant deferral / active EE | $11,082 | $6,357+74.3% | $5,569+99.0% | $6,343+74.7% |
| Admin fee / account holder | $4,655 | $19,820-76.5% | $16,245-71.3% | $12,316-62.2% |