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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 | $140,241 | $115,810+21.1% | $101,271+38.5% | $158,966-11.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.09% | 56.15%-35.1pp | 46.48%-25.4pp | 302.95%-281.9pp |
| Employer contribution / active EE | $9,307 | $4,175+122.9% | $3,660+154.3% | $4,762+95.4% |
| Participant deferral / active EE | $12,818 | $4,958+158.5% | $4,371+193.3% | $5,983+114.2% |
| Admin fee / account holder | $10,086 | $7,248+39.2% | $5,948+69.6% | $11,250-10.3% |