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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 | $141,860 | $103,038+37.7% | $90,324+57.1% | $152,909-7.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.47% | 95.25%-78.8pp | 78.15%-61.7pp | 345.46%-329.0pp |
| Employer contribution / active EE | $3,056 | $3,141-2.7% | $2,856+7.0% | $4,764-35.9% |
| Participant deferral / active EE | $6,111 | $4,282+42.7% | $3,885+57.3% | $5,851+4.4% |
| Admin fee / account holder | $868 | $6,177-85.9% | $5,356-83.8% | $11,601-92.5% |