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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 | $122,127 | $115,814+5.5% | $101,275+20.6% | $158,982-23.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.52% | 56.16%-39.6pp | 46.48%-30.0pp | 302.99%-286.5pp |
| Employer contribution / active EE | $11,496 | $4,176+175.3% | $3,660+214.1% | $4,763+141.4% |
| Participant deferral / active EE | $2,024 | $4,958-59.2% | $4,371-53.7% | $5,983-66.2% |
| Admin fee / account holder | $16,127 | $7,249+122.5% | $5,948+171.1% | $11,252+43.3% |