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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 | $138,668 | $115,814+19.7% | $101,275+36.9% | $158,982-12.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.16% | 56.16%-46.0pp | 46.48%-36.3pp | 302.99%-292.8pp |
| Employer contribution / active EE | $8,559 | $4,176+105.0% | $3,660+133.8% | $4,763+79.7% |
| Participant deferral / active EE | $6,577 | $4,958+32.7% | $4,371+50.5% | $5,983+9.9% |
| Admin fee / account holder | $3,679 | $7,249-49.3% | $5,948-38.2% | $11,252-67.3% |