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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 | $142,971 | $115,810+23.5% | $101,271+41.2% | $158,966-10.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.33% | 56.15%-42.8pp | 46.48%-33.2pp | 302.95%-289.6pp |
| Employer contribution / active EE | $3,147 | $4,175-24.6% | $3,660-14.0% | $4,762-33.9% |
| Participant deferral / active EE | $11,716 | $4,958+136.3% | $4,371+168.1% | $5,983+95.8% |
| Admin fee / account holder | $1,349 | $7,248-81.4% | $5,948-77.3% | $11,250-88.0% |