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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 | $214,999 | $185,883+15.7% | $170,043+26.4% | $139,466+54.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.84% | 60.54%-39.7pp | 53.40%-32.6pp | 373.66%-352.8pp |
| Employer contribution / active EE | $3,409 | $7,596-55.1% | $6,790-49.8% | $4,754-28.3% |
| Participant deferral / active EE | $9,149 | $11,626-21.3% | $10,410-12.1% | $6,712+36.3% |
| Admin fee / account holder | $4,501 | $15,393-70.8% | $12,824-64.9% | $11,409-60.5% |