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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 | $118,329 | $106,923+10.7% | $84,023+40.8% | $152,909-22.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 22.79% | 105.02%-82.2pp | 71.32%-48.5pp | 345.46%-322.7pp |
| Employer contribution / active EE | $2,021 | $2,735-26.1% | $1,984+1.9% | $4,764-57.6% |
| Participant deferral / active EE | $3,583 | $4,013-10.7% | $3,239+10.6% | $5,851-38.8% |
| Admin fee / account holder | $589 | $8,289-92.9% | $6,102-90.3% | $11,601-94.9% |