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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 | $211,210 | $162,821+29.7% | $133,978+57.6% | $158,982+32.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.57% | 41.95%-29.4pp | 45.10%-32.5pp | 302.99%-290.4pp |
| Employer contribution / active EE | $8,584 | $4,976+72.5% | $3,919+119.0% | $4,763+80.2% |
| Participant deferral / active EE | $4,801 | $5,910-18.8% | $5,047-4.9% | $5,983-19.8% |
| Admin fee / account holder | $13,311 | $11,742+13.4% | $8,930+49.1% | $11,252+18.3% |