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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 | $185,796 | $115,810+60.4% | $101,271+83.5% | $158,966+16.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.89% | 56.15%-43.3pp | 46.48%-33.6pp | 302.95%-290.1pp |
| Employer contribution / active EE | $8,744 | $4,175+109.4% | $3,660+138.9% | $4,762+83.6% |
| Participant deferral / active EE | $6,831 | $4,958+37.8% | $4,371+56.3% | $5,983+14.2% |
| Admin fee / account holder | $655 | $7,248-91.0% | $5,948-89.0% | $11,250-94.2% |