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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 | $112,667 | $115,814-2.7% | $101,275+11.2% | $158,982-29.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.77% | 56.16%-38.4pp | 46.48%-28.7pp | 302.99%-285.2pp |
| Employer contribution / active EE | $6,767 | $4,176+62.0% | $3,660+84.9% | $4,763+42.1% |
| Participant deferral / active EE | $2,583 | $4,958-47.9% | $4,371-40.9% | $5,983-56.8% |
| Admin fee / account holder | $4,991 | $7,249-31.1% | $5,948-16.1% | $11,252-55.6% |