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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 | $142,480 | $118,680+20.1% | $98,910+44.0% | $158,931-10.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 17.39% | 372.35%-355.0pp | 196.44%-179.0pp | 302.86%-285.5pp |
| Employer contribution / active EE | $4,315 | $3,333+29.5% | $2,689+60.5% | $4,761-9.4% |
| Participant deferral / active EE | $10,694 | $5,088+110.2% | $4,244+151.9% | $5,982+78.8% |
| Admin fee / account holder | $21,452 | $10,131+111.7% | $6,642+223.0% | $11,247+90.7% |