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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 | $132,252 | $109,904+20.3% | $97,167+36.1% | $145,959-9.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.76% | 243.43%-232.7pp | 75.27%-64.5pp | 561.95%-551.2pp |
| Employer contribution / active EE | $4,984 | $3,084+61.6% | $2,729+82.6% | $4,661+6.9% |
| Participant deferral / active EE | $3,533 | $4,676-24.4% | $4,264-17.1% | $6,689-47.2% |
| Admin fee / account holder | $6,791 | $6,216+9.3% | $5,650+20.2% | $13,398-49.3% |