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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 | $152,840 | $112,131+36.3% | $95,964+59.3% | $158,982-3.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.61% | 171.19%-155.6pp | 91.64%-76.0pp | 302.99%-287.4pp |
| Employer contribution / active EE | $4,075 | $3,199+27.4% | $2,541+60.3% | $4,763-14.4% |
| Participant deferral / active EE | $7,133 | $4,784+49.1% | $4,167+71.2% | $5,983+19.2% |
| Admin fee / account holder | $4,046 | $10,136-60.1% | $6,797-40.5% | $11,252-64.0% |