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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 | $149,894 | $115,810+29.4% | $101,271+48.0% | $158,966-5.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.87% | 56.15%-44.3pp | 46.48%-34.6pp | 302.95%-291.1pp |
| Employer contribution / active EE | $6,220 | $4,175+49.0% | $3,660+69.9% | $4,762+30.6% |
| Participant deferral / active EE | $11,083 | $4,958+123.5% | $4,371+153.6% | $5,983+85.2% |
| Admin fee / account holder | $628 | $7,248-91.3% | $5,948-89.4% | $11,250-94.4% |