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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 | $141,887 | $111,814+26.9% | $93,654+51.5% | $145,959-2.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.03% | 203.30%-188.3pp | 133.34%-118.3pp | 561.95%-546.9pp |
| Employer contribution / active EE | $5,269 | $3,092+70.4% | $2,421+117.6% | $4,661+13.0% |
| Participant deferral / active EE | $3,464 | $4,914-29.5% | $4,413-21.5% | $6,689-48.2% |
| Admin fee / account holder | $2,534 | $10,246-75.3% | $8,282-69.4% | $13,398-81.1% |