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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 | $177,087 | $115,810+52.9% | $101,271+74.9% | $158,966+11.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.78% | 56.15%-42.4pp | 46.48%-32.7pp | 302.95%-289.2pp |
| Employer contribution / active EE | $3,108 | $4,175-25.6% | $3,660-15.1% | $4,762-34.7% |
| Participant deferral / active EE | $7,684 | $4,958+55.0% | $4,371+75.8% | $5,983+28.4% |
| Admin fee / account holder | $881 | $7,248-87.8% | $5,948-85.2% | $11,250-92.2% |