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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 | $156,294 | $114,119+37.0% | $107,187+45.8% | $138,895+12.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.54% | 273.21%-257.7pp | 204.55%-189.0pp | 145.39%-129.9pp |
| Employer contribution / active EE | $3,977 | $4,059-2.0% | $3,782+5.1% | $4,194-5.2% |
| Participant deferral / active EE | $11,475 | $5,538+107.2% | $5,096+125.2% | $6,396+79.4% |
| Admin fee / account holder | $535 | $10,024-94.7% | $9,162-94.2% | $12,562-95.7% |