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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 | $241,132 | $198,457+21.5% | $170,435+41.5% | $147,586+63.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.28% | 257.30%-247.0pp | 205.94%-195.7pp | 578.59%-568.3pp |
| Employer contribution / active EE | $2,193 | $6,183-64.5% | $5,432-59.6% | $4,876-55.0% |
| Participant deferral / active EE | $4,462 | $5,629-20.7% | $4,939-9.7% | $5,439-18.0% |
| Admin fee / account holder | $14,264 | $16,852-15.4% | $13,881+2.8% | $10,886+31.0% |