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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 | $161,073 | $125,778+28.1% | $114,563+40.6% | $154,746+4.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 15.31% | 295.14%-279.8pp | 241.09%-225.8pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,597 | $2,806-7.5% | $2,592+0.2% | $4,379-40.7% |
| Participant deferral / active EE | $11,907 | $4,445+167.9% | $4,142+187.5% | $6,730+76.9% |
| Admin fee / account holder | $3,942 | $8,190-51.9% | $7,623-48.3% | $14,365-72.6% |