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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 | $244,003 | $183,592+32.9% | $155,574+56.8% | $145,877+67.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 30.21% | 61.37%-31.2pp | 64.87%-34.7pp | 551.28%-521.1pp |
| Employer contribution / active EE | $4,417 | $5,317-16.9% | $4,676-5.5% | $4,663-5.3% |
| Participant deferral / active EE | $3,000 | $6,466-53.6% | $5,629-46.7% | $6,691-55.2% |
| Admin fee / account holder | $724 | $19,316-96.3% | $15,914-95.4% | $13,402-94.6% |