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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 | $151,420 | $115,814+30.7% | $101,275+49.5% | $158,982-4.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.97% | 56.16%-41.2pp | 46.48%-31.5pp | 302.99%-288.0pp |
| Employer contribution / active EE | $1,524 | $4,176-63.5% | $3,660-58.4% | $4,763-68.0% |
| Participant deferral / active EE | $3,427 | $4,958-30.9% | $4,371-21.6% | $5,983-42.7% |
| Admin fee / account holder | $785 | $7,249-89.2% | $5,948-86.8% | $11,252-93.0% |