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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 | $135,756 | $115,814+17.2% | $101,275+34.0% | $158,982-14.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.23% | 56.16%-36.9pp | 46.48%-27.2pp | 302.99%-283.8pp |
| Employer contribution / active EE | $3,442 | $4,176-17.6% | $3,660-5.9% | $4,763-27.7% |
| Participant deferral / active EE | $12,379 | $4,958+149.7% | $4,371+183.2% | $5,983+106.9% |
| Admin fee / account holder | $15,343 | $7,249+111.7% | $5,948+158.0% | $11,252+36.4% |