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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 | $167,688 | $115,814+44.8% | $101,275+65.6% | $158,982+5.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.94% | 56.16%-42.2pp | 46.48%-32.5pp | 302.99%-289.0pp |
| Employer contribution / active EE | $2,526 | $4,176-39.5% | $3,660-31.0% | $4,763-47.0% |
| Participant deferral / active EE | $5,472 | $4,958+10.4% | $4,371+25.2% | $5,983-8.6% |
| Admin fee / account holder | $1,254 | $7,249-82.7% | $5,948-78.9% | $11,252-88.9% |