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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 | $171,491 | $115,814+48.1% | $101,275+69.3% | $158,982+7.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.89% | 56.16%-44.3pp | 46.48%-34.6pp | 302.99%-291.1pp |
| Employer contribution / active EE | $6,563 | $4,176+57.2% | $3,660+79.3% | $4,763+37.8% |
| Participant deferral / active EE | $10,755 | $4,958+116.9% | $4,371+146.1% | $5,983+79.7% |
| Admin fee / account holder | $1,145 | $7,249-84.2% | $5,948-80.8% | $11,252-89.8% |