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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 | $186,910 | $115,814+61.4% | $101,275+84.6% | $158,982+17.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.84% | 56.16%-43.3pp | 46.48%-33.6pp | 302.99%-290.1pp |
| Employer contribution / active EE | $5,530 | $4,176+32.4% | $3,660+51.1% | $4,763+16.1% |
| Participant deferral / active EE | $8,817 | $4,958+77.8% | $4,371+101.7% | $5,983+47.4% |
| Admin fee / account holder | $1,387 | $7,249-80.9% | $5,948-76.7% | $11,252-87.7% |