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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 | $175,141 | $156,616+11.8% | $133,346+31.3% | $198,609-11.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 4.21% | 44.25%-40.0pp | 36.85%-32.6pp | 202.70%-198.5pp |
| Employer contribution / active EE | $8,005 | $3,368+137.7% | $2,853+180.5% | $5,055+58.3% |
| Participant deferral / active EE | $11,033 | $4,920+124.3% | $4,332+154.7% | $6,977+58.1% |
| Admin fee / account holder | $1,491 | $17,468-91.5% | $14,264-89.6% | $19,030-92.2% |