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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 | $174,750 | $137,414+27.2% | $189,537-7.8% | $85,847+103.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.58% | 38.14%-22.6pp | 555.34%-539.8pp | 318.61%-303.0pp |
| Employer contribution / active EE | $2,808 | $4,344-35.4% | $6,161-54.4% | $2,565+9.5% |
| Participant deferral / active EE | $6,254 | $6,260-0.1% | $8,220-23.9% | $3,952+58.2% |
| Admin fee / account holder | $2,889 | $8,630-66.5% | $12,048-76.0% | $6,261-53.9% |