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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 | $176,014 | $115,810+52.0% | $101,271+73.8% | $158,966+10.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.24% | 56.15%-38.9pp | 46.48%-29.2pp | 302.95%-285.7pp |
| Employer contribution / active EE | $4,433 | $4,175+6.2% | $3,660+21.1% | $4,762-6.9% |
| Participant deferral / active EE | $14,584 | $4,958+194.1% | $4,371+233.7% | $5,983+143.8% |
| Admin fee / account holder | $1,685 | $7,248-76.7% | $5,948-71.7% | $11,250-85.0% |