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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 | $153,416 | $112,935+35.8% | $90,970+68.6% | $158,966-3.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.34% | 215.79%-203.4pp | 134.58%-122.2pp | 302.95%-290.6pp |
| Employer contribution / active EE | $13,253 | $2,895+357.9% | $2,122+524.4% | $4,762+178.3% |
| Participant deferral / active EE | $10,077 | $4,129+144.1% | $3,373+198.7% | $5,983+68.4% |
| Admin fee / account holder | $2,473 | $8,045-69.3% | $5,960-58.5% | $11,250-78.0% |