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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 | $189,021 | $175,231+7.9% | $149,696+26.3% | $139,466+35.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.47% | 166.77%-145.3pp | 134.46%-113.0pp | 373.66%-352.2pp |
| Employer contribution / active EE | $2,352 | $5,478-57.1% | $4,821-51.2% | $4,754-50.5% |
| Participant deferral / active EE | $5,909 | $6,521-9.4% | $5,682+4.0% | $6,712-12.0% |
| Admin fee / account holder | $52,782 | $16,155+226.7% | $13,212+299.5% | $11,409+362.6% |