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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 | $135,438 | $115,814+16.9% | $101,275+33.7% | $158,982-14.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.59% | 56.16%-43.6pp | 46.48%-33.9pp | 302.99%-290.4pp |
| Employer contribution / active EE | $12,304 | $4,176+194.6% | $3,660+236.2% | $4,763+158.3% |
| Participant deferral / active EE | $6,280 | $4,958+26.7% | $4,371+43.7% | $5,983+5.0% |
| Admin fee / account holder | $801 | $7,249-88.9% | $5,948-86.5% | $11,252-92.9% |