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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 | $144,147 | $99,053+45.5% | $88,179+63.5% | $138,895+3.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 13.63% | 78.17%-64.5pp | 64.97%-51.3pp | 145.39%-131.8pp |
| Employer contribution / active EE | $13,417 | $2,882+365.5% | $2,549+426.3% | $4,194+219.9% |
| Participant deferral / active EE | $15,500 | $5,225+196.6% | $4,614+236.0% | $6,396+142.3% |
| Admin fee / account holder | $1,625 | $8,748-81.4% | $7,673-78.8% | $12,562-87.1% |