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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 | $126,113+28.3% | $116,096+39.4% | $155,188+4.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 10.74% | 391.72%-381.0pp | 326.25%-315.5pp | 148.84%-138.1pp |
| Employer contribution / active EE | $7,441 | $2,672+178.5% | $2,503+197.2% | $4,248+75.2% |
| Participant deferral / active EE | $4,529 | $4,162+8.8% | $3,952+14.6% | $6,531-30.7% |
| Admin fee / account holder | $819 | $8,045-89.8% | $7,704-89.4% | $14,480-94.3% |