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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 | $115,814+4.0% | $101,275+18.9% | $158,982-24.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.24% | 56.16%-45.9pp | 46.48%-36.2pp | 302.99%-292.7pp |
| Employer contribution / active EE | $7,995 | $4,176+91.5% | $3,660+118.4% | $4,763+67.9% |
| Participant deferral / active EE | $10,177 | $4,958+105.3% | $4,371+132.9% | $5,983+70.1% |
| Admin fee / account holder | $13,305 | $7,249+83.5% | $5,948+123.7% | $11,252+18.3% |