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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 | $128,633 | $115,810+11.1% | $101,271+27.0% | $158,966-19.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.94% | 56.15%-42.2pp | 46.48%-32.5pp | 302.95%-289.0pp |
| Employer contribution / active EE | $3,445 | $4,175-17.5% | $3,660-5.9% | $4,762-27.7% |
| Participant deferral / active EE | $13,048 | $4,958+163.2% | $4,371+198.5% | $5,983+118.1% |
| Admin fee / account holder | $474 | $7,248-93.5% | $5,948-92.0% | $11,250-95.8% |