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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 | $132,410 | $81,664+62.1% | $70,476+87.9% | $158,966-16.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.88% | 208.59%-191.7pp | 109.12%-92.2pp | 302.95%-286.1pp |
| Employer contribution / active EE | $4,282 | $3,219+33.0% | $2,738+56.4% | $4,762-10.1% |
| Participant deferral / active EE | $7,661 | $4,556+68.2% | $3,710+106.5% | $5,983+28.0% |
| Admin fee / account holder | $11,145 | $6,197+79.8% | $3,847+189.7% | $11,250-0.9% |