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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 | $103,608 | $100,911+2.7% | $90,440+14.6% | $158,966-34.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.50% | 1726.62%-1710.1pp | 1294.38%-1277.9pp | 302.95%-286.4pp |
| Employer contribution / active EE | $3,741 | $3,690+1.4% | $3,263+14.7% | $4,762-21.4% |
| Participant deferral / active EE | $5,963 | $4,348+37.1% | $3,964+50.4% | $5,983-0.3% |
| Admin fee / account holder | $1,060 | $6,507-83.7% | $5,615-81.1% | $11,250-90.6% |