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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 | $144,342 | $108,912+32.5% | $100,383+43.8% | $145,959-1.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.31% | 57.96%-45.7pp | 49.26%-36.9pp | 561.95%-549.6pp |
| Employer contribution / active EE | $4,014 | $4,423-9.2% | $3,944+1.8% | $4,661-13.9% |
| Participant deferral / active EE | $12,327 | $8,451+45.9% | $8,086+52.5% | $6,689+84.3% |
| Admin fee / account holder | $2,777 | $9,690-71.3% | $7,900-64.9% | $13,398-79.3% |