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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 | $164,516 | $115,810+42.1% | $101,271+62.5% | $158,966+3.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.42% | 56.15%-42.7pp | 46.48%-33.1pp | 302.95%-289.5pp |
| Employer contribution / active EE | $5,001 | $4,175+19.8% | $3,660+36.6% | $4,762+5.0% |
| Participant deferral / active EE | $9,734 | $4,958+96.3% | $4,371+122.7% | $5,983+62.7% |
| Admin fee / account holder | $6,791 | $7,248-6.3% | $5,948+14.2% | $11,250-39.6% |