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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 | $111,755 | $104,953+6.5% | $84,637+32.0% | $152,909-26.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 24.88% | 373.94%-349.1pp | 258.82%-233.9pp | 345.46%-320.6pp |
| Employer contribution / active EE | $3,458 | $3,304+4.7% | $2,653+30.3% | $4,764-27.4% |
| Participant deferral / active EE | $6,300 | $4,691+34.3% | $3,900+61.5% | $5,851+7.7% |
| Admin fee / account holder | $1,765 | $6,244-71.7% | $4,914-64.1% | $11,601-84.8% |