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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 | $134,520 | $115,810+16.2% | $101,271+32.8% | $158,966-15.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.62% | 56.15%-43.5pp | 46.48%-33.9pp | 302.95%-290.3pp |
| Employer contribution / active EE | $6,469 | $4,175+54.9% | $3,660+76.7% | $4,762+35.8% |
| Participant deferral / active EE | $9,477 | $4,958+91.1% | $4,371+116.8% | $5,983+58.4% |
| Admin fee / account holder | $1,082 | $7,248-85.1% | $5,948-81.8% | $11,250-90.4% |