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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 | $137,897 | $115,810+19.1% | $101,271+36.2% | $158,966-13.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.42% | 56.15%-40.7pp | 46.48%-31.1pp | 302.95%-287.5pp |
| Employer contribution / active EE | $16,284 | $4,175+290.0% | $3,660+344.9% | $4,762+241.9% |
| Participant deferral / active EE | $3,649 | $4,958-26.4% | $4,371-16.5% | $5,983-39.0% |
| Admin fee / account holder | $750 | $7,248-89.7% | $5,948-87.4% | $11,250-93.3% |