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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 | $108,911+32.5% | $100,392+43.8% | $145,884-1.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.31% | 58.23%-45.9pp | 49.45%-37.1pp | 551.85%-539.5pp |
| Employer contribution / active EE | $4,014 | $4,420-9.2% | $3,941+1.8% | $4,662-13.9% |
| Participant deferral / active EE | $12,327 | $8,459+45.7% | $8,090+52.4% | $6,690+84.3% |
| Admin fee / account holder | $2,777 | $9,698-71.4% | $7,904-64.9% | $13,392-79.3% |