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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 | $118,855 | $115,814+2.6% | $101,275+17.4% | $158,982-25.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 43.45% | 56.16%-12.7pp | 46.48%-3.0pp | 302.99%-259.5pp |
| Employer contribution / active EE | $10,664 | $4,176+155.4% | $3,660+191.4% | $4,763+123.9% |
| Participant deferral / active EE | $5,432 | $4,958+9.6% | $4,371+24.3% | $5,983-9.2% |
| Admin fee / account holder | $976 | $7,249-86.5% | $5,948-83.6% | $11,252-91.3% |