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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 | $159,550 | $115,810+37.8% | $101,271+57.5% | $158,966+0.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.14% | 56.15%-40.0pp | 46.48%-30.3pp | 302.95%-286.8pp |
| Employer contribution / active EE | $5,461 | $4,175+30.8% | $3,660+49.2% | $4,762+14.7% |
| Participant deferral / active EE | $3,971 | $4,958-19.9% | $4,371-9.2% | $5,983-33.6% |
| Admin fee / account holder | $2,101 | $7,248-71.0% | $5,948-64.7% | $11,250-81.3% |