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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 | $159,622 | $115,814+37.8% | $101,275+57.6% | $158,982+0.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.70% | 56.16%-33.5pp | 46.48%-23.8pp | 302.99%-280.3pp |
| Employer contribution / active EE | $5,759 | $4,176+37.9% | $3,660+57.4% | $4,763+20.9% |
| Participant deferral / active EE | $11,305 | $4,958+128.0% | $4,371+158.7% | $5,983+88.9% |
| Admin fee / account holder | $3,314 | $7,249-54.3% | $5,948-44.3% | $11,252-70.6% |