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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 | $110,573 | $109,344+1.1% | $89,400+23.7% | $158,950-30.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 22.17% | 345.73%-323.6pp | 245.64%-223.5pp | 302.91%-280.7pp |
| Employer contribution / active EE | $2,000 | $3,170-36.9% | $2,586-22.7% | $4,762-58.0% |
| Participant deferral / active EE | $5,080 | $4,599+10.5% | $3,890+30.6% | $5,983-15.1% |
| Admin fee / account holder | $1,256 | $6,154-79.6% | $4,882-74.3% | $11,248-88.8% |