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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 | $196,961 | $134,817+46.1% | $123,973+58.9% | $155,188+26.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.12% | 515.49%-498.4pp | 388.13%-371.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $10,797 | $4,425+144.0% | $4,126+161.7% | $4,248+154.2% |
| Participant deferral / active EE | $9,433 | $5,706+65.3% | $5,247+79.8% | $6,531+44.4% |
| Admin fee / account holder | $4,095 | $13,245-69.1% | $11,799-65.3% | $14,480-71.7% |