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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 | $165,502 | $115,810+42.9% | $101,271+63.4% | $158,966+4.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.10% | 56.15%-45.1pp | 46.48%-35.4pp | 302.95%-291.9pp |
| Employer contribution / active EE | $17,619 | $4,175+322.0% | $3,660+381.4% | $4,762+270.0% |
| Participant deferral / active EE | $15,205 | $4,958+206.7% | $4,371+247.9% | $5,983+154.1% |
| Admin fee / account holder | $1,620 | $7,248-77.6% | $5,948-72.8% | $11,250-85.6% |