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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 | $148,142 | $102,638+44.3% | $81,982+80.7% | $158,982-6.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 11.40% | 61.05%-49.7pp | 41.31%-29.9pp | 302.99%-291.6pp |
| Employer contribution / active EE | $3,850 | $3,241+18.8% | $2,498+54.1% | $4,763-19.2% |
| Participant deferral / active EE | $4,793 | $4,649+3.1% | $3,722+28.8% | $5,983-19.9% |
| Admin fee / account holder | $7,231 | $8,237-12.2% | $5,665+27.7% | $11,252-35.7% |