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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 | $144,836 | $118,708+22.0% | $98,920+46.4% | $158,982-8.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.26% | 372.49%-357.2pp | 196.47%-181.2pp | 302.99%-287.7pp |
| Employer contribution / active EE | $4,011 | $3,334+20.3% | $2,689+49.1% | $4,763-15.8% |
| Participant deferral / active EE | $11,113 | $5,089+118.4% | $4,245+161.8% | $5,983+85.7% |
| Admin fee / account holder | $2,681 | $10,134-73.5% | $6,643-59.6% | $11,252-76.2% |