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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 | $127,438 | $111,814+14.0% | $93,654+36.1% | $145,959-12.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.44% | 203.30%-190.9pp | 133.34%-120.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $2,121 | $3,092-31.4% | $2,421-12.4% | $4,661-54.5% |
| Participant deferral / active EE | $4,891 | $4,914-0.5% | $4,413+10.8% | $6,689-26.9% |
| Admin fee / account holder | $6,574 | $10,246-35.8% | $8,282-20.6% | $13,398-50.9% |