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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 | $131,933 | $97,125+35.8% | $86,233+53.0% | $137,256-3.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.22% | 74.19%-59.0pp | 61.39%-46.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $9,852 | $2,841+246.7% | $2,504+293.4% | $4,156+137.0% |
| Participant deferral / active EE | $15,492 | $5,180+199.1% | $4,559+239.8% | $6,407+141.8% |
| Admin fee / account holder | $35,806 | $9,725+268.2% | $8,342+329.2% | $12,270+191.8% |