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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 | $136,680 | $115,810+18.0% | $101,271+35.0% | $158,966-14.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.48% | 56.15%-40.7pp | 46.48%-31.0pp | 302.95%-287.5pp |
| Employer contribution / active EE | $3,161 | $4,175-24.3% | $3,660-13.6% | $4,762-33.6% |
| Participant deferral / active EE | $5,391 | $4,958+8.7% | $4,371+23.4% | $5,983-9.9% |
| Admin fee / account holder | $12,081 | $7,248+66.7% | $5,948+103.1% | $11,250+7.4% |