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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 | $166,118 | $112,933+47.1% | $90,970+82.6% | $158,982+4.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.88% | 215.82%-199.9pp | 134.60%-118.7pp | 302.99%-287.1pp |
| Employer contribution / active EE | $2,540 | $2,893-12.2% | $2,122+19.7% | $4,763-46.7% |
| Participant deferral / active EE | $4,339 | $4,128+5.1% | $3,373+28.6% | $5,983-27.5% |
| Admin fee / account holder | $3,591 | $8,047-55.4% | $5,961-39.8% | $11,252-68.1% |