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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 | $83,483 | $70,366+18.6% | $66,674+25.2% | $138,895-39.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 21.68% | 386.41%-364.7pp | 321.24%-299.6pp | 145.39%-123.7pp |
| Employer contribution / active EE | $2,362 | $2,765-14.6% | $2,620-9.9% | $4,194-43.7% |
| Participant deferral / active EE | $5,038 | $4,374+15.2% | $4,084+23.4% | $6,396-21.2% |
| Admin fee / account holder | $4,785 | $5,262-9.1% | $5,098-6.2% | $12,562-61.9% |