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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 | $146,257 | $115,814+26.3% | $101,275+44.4% | $158,982-8.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.37% | 56.16%-43.8pp | 46.48%-34.1pp | 302.99%-290.6pp |
| Employer contribution / active EE | $9,992 | $4,176+139.3% | $3,660+173.0% | $4,763+109.8% |
| Participant deferral / active EE | $11,127 | $4,958+124.4% | $4,371+154.6% | $5,983+86.0% |
| Admin fee / account holder | $4,363 | $7,249-39.8% | $5,948-26.6% | $11,252-61.2% |