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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 | $160,005 | $114,119+40.2% | $107,187+49.3% | $138,895+15.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.07% | 273.21%-254.1pp | 204.55%-185.5pp | 145.39%-126.3pp |
| Employer contribution / active EE | $7,375 | $4,059+81.7% | $3,782+95.0% | $4,194+75.8% |
| Participant deferral / active EE | $5,275 | $5,538-4.7% | $5,096+3.5% | $6,396-17.5% |
| Admin fee / account holder | $545 | $10,024-94.6% | $9,162-94.0% | $12,562-95.7% |