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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 | $118,708+20.0% | $98,920+44.0% | $158,982-10.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 17.39% | 372.49%-355.1pp | 196.47%-179.1pp | 302.99%-285.6pp |
| Employer contribution / active EE | $4,315 | $3,334+29.4% | $2,689+60.4% | $4,763-9.4% |
| Participant deferral / active EE | $10,694 | $5,089+110.1% | $4,245+151.9% | $5,983+78.7% |
| Admin fee / account holder | $21,452 | $10,134+111.7% | $6,643+222.9% | $11,252+90.7% |