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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 | $142,027 | $102,638+38.4% | $81,991+73.2% | $158,966-10.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 13.09% | 61.05%-48.0pp | 41.31%-28.2pp | 302.95%-289.9pp |
| Employer contribution / active EE | $1,698 | $3,241-47.6% | $2,498-32.0% | $4,762-64.3% |
| Participant deferral / active EE | $4,995 | $4,649+7.4% | $3,722+34.2% | $5,983-16.5% |
| Admin fee / account holder | $11,681 | $8,237+41.8% | $5,665+106.2% | $11,250+3.8% |