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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 | $154,179 | $99,053+55.7% | $88,179+74.8% | $138,895+11.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 19.03% | 78.17%-59.1pp | 64.97%-45.9pp | 145.39%-126.4pp |
| Employer contribution / active EE | $6,822 | $2,882+136.7% | $2,549+167.6% | $4,194+62.6% |
| Participant deferral / active EE | $11,914 | $5,225+128.0% | $4,614+158.2% | $6,396+86.3% |
| Admin fee / account holder | $4,552 | $8,748-48.0% | $7,673-40.7% | $12,562-63.8% |