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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 | $146,106 | $107,941+35.4% | $91,994+58.8% | $152,897-4.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.98% | 89.28%-68.3pp | 69.04%-48.1pp | 345.43%-324.4pp |
| Employer contribution / active EE | $4,750 | $4,212+12.8% | $3,453+37.6% | $4,764-0.3% |
| Participant deferral / active EE | $14,783 | $6,366+132.2% | $5,924+149.5% | $5,851+152.6% |
| Admin fee / account holder | $13,534 | $10,521+28.6% | $7,744+74.8% | $11,599+16.7% |