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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 | $179,855 | $109,411+64.4% | $89,435+101.1% | $158,982+13.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.15% | 345.68%-327.5pp | 245.55%-227.4pp | 302.99%-284.8pp |
| Employer contribution / active EE | $2,632 | $3,173-17.0% | $2,587+1.7% | $4,763-44.7% |
| Participant deferral / active EE | $8,421 | $4,600+83.1% | $3,890+116.4% | $5,983+40.7% |
| Admin fee / account holder | $1,433 | $6,159-76.7% | $4,884-70.7% | $11,252-87.3% |