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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 | $175,259 | $99,053+76.9% | $88,179+98.8% | $138,895+26.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 11.52% | 78.17%-66.6pp | 64.97%-53.4pp | 145.39%-133.9pp |
| Employer contribution / active EE | $6,387 | $2,882+121.6% | $2,549+150.5% | $4,194+52.3% |
| Participant deferral / active EE | $8,443 | $5,225+61.6% | $4,614+83.0% | $6,396+32.0% |
| Admin fee / account holder | $18,422 | $8,748+110.6% | $7,673+140.1% | $12,562+46.6% |