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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 | $153,994 | $118,708+29.7% | $98,920+55.7% | $158,966-3.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.21% | 372.49%-361.3pp | 196.47%-185.3pp | 302.95%-291.7pp |
| Employer contribution / active EE | $4,930 | $3,334+47.9% | $2,689+83.3% | $4,762+3.5% |
| Participant deferral / active EE | $12,527 | $5,089+146.1% | $4,245+195.1% | $5,983+109.4% |
| Admin fee / account holder | $795 | $10,134-92.2% | $6,643-88.0% | $11,250-92.9% |