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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 | $220,317 | $129,737+69.8% | $119,126+84.9% | $154,746+42.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.86% | 379.08%-365.2pp | 282.11%-268.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $2,617 | $4,375-40.2% | $4,034-35.1% | $4,379-40.2% |
| Participant deferral / active EE | $5,389 | $5,842-7.8% | $5,318+1.3% | $6,730-19.9% |
| Admin fee / account holder | $9,847 | $11,961-17.7% | $10,693-7.9% | $14,365-31.5% |