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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 | $137,243 | $118,875+15.5% | $96,572+42.1% | $167,553-18.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 21.92% | 50.50%-28.6pp | 37.79%-15.9pp | 478.89%-457.0pp |
| Employer contribution / active EE | $3,799 | $3,121+21.7% | $2,357+61.1% | $4,840-21.5% |
| Participant deferral / active EE | $6,228 | $4,617+34.9% | $3,850+61.8% | $6,343-1.8% |
| Admin fee / account holder | $503 | $8,070-93.8% | $6,183-91.9% | $12,316-95.9% |