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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 | $99,053+33.2% | $88,179+49.6% | $138,895-5.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 15.22% | 78.17%-62.9pp | 64.97%-49.7pp | 145.39%-130.2pp |
| Employer contribution / active EE | $9,852 | $2,882+241.8% | $2,549+286.4% | $4,194+134.9% |
| Participant deferral / active EE | $15,492 | $5,225+196.5% | $4,614+235.8% | $6,396+142.2% |
| Admin fee / account holder | $35,806 | $8,748+309.3% | $7,673+366.7% | $12,562+185.0% |