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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 | $136,065 | $109,411+24.4% | $89,435+52.1% | $158,982-14.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.02% | 345.68%-326.7pp | 245.55%-226.5pp | 302.99%-284.0pp |
| Employer contribution / active EE | $1,803 | $3,173-43.2% | $2,587-30.3% | $4,763-62.2% |
| Participant deferral / active EE | $5,825 | $4,600+26.6% | $3,890+49.7% | $5,983-2.6% |
| Admin fee / account holder | $1,955 | $6,159-68.3% | $4,884-60.0% | $11,252-82.6% |