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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 | $156,646 | $115,814+35.3% | $101,275+54.7% | $158,982-1.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.76% | 56.16%-43.4pp | 46.48%-33.7pp | 302.99%-290.2pp |
| Employer contribution / active EE | $2,441 | $4,176-41.5% | $3,660-33.3% | $4,763-48.7% |
| Participant deferral / active EE | $26,838 | $4,958+441.3% | $4,371+514.0% | $5,983+348.5% |
| Admin fee / account holder | $856 | $7,249-88.2% | $5,948-85.6% | $11,252-92.4% |