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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 | $150,430 | $81,643+84.3% | $70,462+113.5% | $158,950-5.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.73% | 208.51%-197.8pp | 109.08%-98.3pp | 302.91%-292.2pp |
| Employer contribution / active EE | $5,560 | $3,218+72.8% | $2,737+103.1% | $4,762+16.8% |
| Participant deferral / active EE | $5,389 | $4,555+18.3% | $3,710+45.3% | $5,983-9.9% |
| Admin fee / account holder | $1,911 | $6,194-69.1% | $3,845-50.3% | $11,248-83.0% |