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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 | $138,433 | $115,814+19.5% | $101,275+36.7% | $158,982-12.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.77% | 56.16%-45.4pp | 46.48%-35.7pp | 302.99%-292.2pp |
| Employer contribution / active EE | $16,948 | $4,176+305.9% | $3,660+363.0% | $4,763+255.8% |
| Participant deferral / active EE | $17,175 | $4,958+246.4% | $4,371+293.0% | $5,983+187.0% |
| Admin fee / account holder | $1,385 | $7,249-80.9% | $5,948-76.7% | $11,252-87.7% |