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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 | $119,793 | $105,145+13.9% | $94,664+26.5% | $139,466-14.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 36.20% | 38.09%-1.9pp | 156.84%-120.6pp | 373.66%-337.5pp |
| Employer contribution / active EE | $3,742 | $4,107-8.9% | $3,673+1.9% | $4,754-21.3% |
| Participant deferral / active EE | $8,150 | $7,599+7.3% | $7,417+9.9% | $6,712+21.4% |
| Admin fee / account holder | $1,171 | $8,972-86.9% | $7,222-83.8% | $11,409-89.7% |