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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 | $128,378 | $111,787+14.8% | $93,681+37.0% | $145,978-12.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.60% | 203.52%-187.9pp | 133.47%-117.9pp | 550.52%-534.9pp |
| Employer contribution / active EE | $2,607 | $3,093-15.7% | $2,422+7.6% | $4,662-44.1% |
| Participant deferral / active EE | $5,080 | $4,918+3.3% | $4,415+15.0% | $6,690-24.1% |
| Admin fee / account holder | $13,133 | $10,256+28.1% | $8,290+58.4% | $13,400-2.0% |