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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 | $81,664+84.2% | $70,476+113.4% | $158,966-5.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.73% | 208.59%-197.9pp | 109.12%-98.4pp | 302.95%-292.2pp |
| Employer contribution / active EE | $5,560 | $3,219+72.7% | $2,738+103.1% | $4,762+16.7% |
| Participant deferral / active EE | $5,389 | $4,556+18.3% | $3,710+45.2% | $5,983-9.9% |
| Admin fee / account holder | $1,911 | $6,197-69.2% | $3,847-50.3% | $11,250-83.0% |