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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 | $150,203 | $115,796+29.7% | $101,264+48.3% | $158,950-5.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.45% | 56.15%-44.7pp | 46.48%-35.0pp | 302.91%-291.5pp |
| Employer contribution / active EE | $5,765 | $4,175+38.1% | $3,660+57.5% | $4,762+21.1% |
| Participant deferral / active EE | $6,723 | $4,958+35.6% | $4,370+53.8% | $5,983+12.4% |
| Admin fee / account holder | $3,628 | $7,247-49.9% | $5,947-39.0% | $11,248-67.7% |