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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 | $155,499 | $176,402-11.8% | $134,162+15.9% | $158,982-2.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.67% | 63.66%-49.0pp | 36.35%-21.7pp | 302.99%-288.3pp |
| Employer contribution / active EE | $12,717 | $5,042+152.2% | $3,705+243.2% | $4,763+167.0% |
| Participant deferral / active EE | $9,140 | $4,093+123.3% | $3,500+161.2% | $5,983+52.8% |
| Admin fee / account holder | $1,446 | $8,719-83.4% | $6,685-78.4% | $11,252-87.1% |