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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 | $92,384 | $81,696+13.1% | $70,494+31.1% | $158,982-41.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.56% | 208.70%-191.1pp | 109.16%-91.6pp | 302.99%-285.4pp |
| Employer contribution / active EE | $3,802 | $3,220+18.1% | $2,738+38.8% | $4,763-20.2% |
| Participant deferral / active EE | $10,664 | $4,558+134.0% | $3,711+187.4% | $5,983+78.2% |
| Admin fee / account holder | $1,513 | $6,200-75.6% | $3,848-60.7% | $11,252-86.6% |