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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 | $146,001 | $115,814+26.1% | $101,275+44.2% | $158,982-8.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.07% | 56.16%-38.1pp | 46.48%-28.4pp | 302.99%-284.9pp |
| Employer contribution / active EE | $7,897 | $4,176+89.1% | $3,660+115.8% | $4,763+65.8% |
| Participant deferral / active EE | $9,126 | $4,958+84.1% | $4,371+108.8% | $5,983+52.5% |
| Admin fee / account holder | $4,253 | $7,249-41.3% | $5,948-28.5% | $11,252-62.2% |