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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 | $161,855 | $125,778+28.7% | $114,563+41.3% | $154,746+4.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 10.74% | 295.14%-284.4pp | 241.09%-230.4pp | 172.34%-161.6pp |
| Employer contribution / active EE | $7,441 | $2,806+165.2% | $2,592+187.1% | $4,379+69.9% |
| Participant deferral / active EE | $4,529 | $4,445+1.9% | $4,142+9.3% | $6,730-32.7% |
| Admin fee / account holder | $819 | $8,190-90.0% | $7,623-89.3% | $14,365-94.3% |