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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 | $111,028 | $81,696+35.9% | $70,494+57.5% | $158,982-30.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.78% | 208.70%-193.9pp | 109.16%-94.4pp | 302.99%-288.2pp |
| Employer contribution / active EE | $3,331 | $3,220+3.5% | $2,738+21.7% | $4,763-30.1% |
| Participant deferral / active EE | $22,627 | $4,558+396.4% | $3,711+509.8% | $5,983+278.2% |
| Admin fee / account holder | $1,131 | $6,200-81.8% | $3,848-70.6% | $11,252-89.9% |