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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 | $125,335 | $112,131+11.8% | $95,964+30.6% | $158,982-21.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.31% | 171.19%-163.9pp | 91.64%-84.3pp | 302.99%-295.7pp |
| Employer contribution / active EE | $1,546 | $3,199-51.7% | $2,541-39.2% | $4,763-67.5% |
| Participant deferral / active EE | $2,469 | $4,784-48.4% | $4,167-40.8% | $5,983-58.7% |
| Admin fee / account holder | $2,392 | $10,136-76.4% | $6,797-64.8% | $11,252-78.7% |