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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 | $179,673 | $134,817+33.3% | $123,973+44.9% | $155,188+15.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.98% | 515.49%-502.5pp | 388.13%-375.1pp | 148.84%-135.9pp |
| Employer contribution / active EE | $4,414 | $4,425-0.3% | $4,126+7.0% | $4,248+3.9% |
| Participant deferral / active EE | $5,876 | $5,706+3.0% | $5,247+12.0% | $6,531-10.0% |
| Admin fee / account holder | $4,245 | $13,245-67.9% | $11,799-64.0% | $14,480-70.7% |