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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 | $112,892+47.1% | $90,956+82.6% | $158,931+4.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.88% | 215.80%-199.9pp | 134.60%-118.7pp | 302.86%-287.0pp |
| Employer contribution / active EE | $2,540 | $2,893-12.2% | $2,122+19.7% | $4,761-46.7% |
| Participant deferral / active EE | $4,339 | $4,127+5.1% | $3,373+28.7% | $5,982-27.5% |
| Admin fee / account holder | $3,591 | $8,042-55.3% | $5,959-39.7% | $11,247-68.1% |