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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 | $135,735 | $115,814+17.2% | $101,275+34.0% | $158,982-14.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.61% | 56.16%-46.5pp | 46.48%-36.9pp | 302.99%-293.4pp |
| Employer contribution / active EE | $8,309 | $4,176+99.0% | $3,660+127.0% | $4,763+74.5% |
| Participant deferral / active EE | $5,840 | $4,958+17.8% | $4,371+33.6% | $5,983-2.4% |
| Admin fee / account holder | $2,586 | $7,249-64.3% | $5,948-56.5% | $11,252-77.0% |