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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 | $133,272 | $112,131+18.9% | $95,964+38.9% | $158,982-16.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.36% | 171.19%-157.8pp | 91.64%-78.3pp | 302.99%-289.6pp |
| Employer contribution / active EE | $5,093 | $3,199+59.2% | $2,541+100.4% | $4,763+6.9% |
| Participant deferral / active EE | $11,570 | $4,784+141.8% | $4,167+177.7% | $5,983+93.4% |
| Admin fee / account holder | $3,849 | $10,136-62.0% | $6,797-43.4% | $11,252-65.8% |