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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 | $120,466 | $115,780+4.0% | $101,255+19.0% | $158,931-24.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.24% | 56.14%-45.9pp | 46.48%-36.2pp | 302.86%-292.6pp |
| Employer contribution / active EE | $7,995 | $4,175+91.5% | $3,660+118.5% | $4,761+67.9% |
| Participant deferral / active EE | $10,177 | $4,958+105.3% | $4,370+132.9% | $5,982+70.1% |
| Admin fee / account holder | $13,305 | $7,246+83.6% | $5,946+123.8% | $11,247+18.3% |