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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 | $177,137 | $115,814+52.9% | $101,275+74.9% | $158,982+11.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.15% | 56.16%-44.0pp | 46.48%-34.3pp | 302.99%-290.8pp |
| Employer contribution / active EE | $13,670 | $4,176+227.4% | $3,660+273.5% | $4,763+187.0% |
| Participant deferral / active EE | $5,411 | $4,958+9.1% | $4,371+23.8% | $5,983-9.6% |
| Admin fee / account holder | $5,771 | $7,249-20.4% | $5,948-3.0% | $11,252-48.7% |