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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 | $137,861 | $108,942+26.5% | $100,415+37.3% | $145,897-5.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.56% | 58.27%-44.7pp | 49.47%-35.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $3,956 | $4,422-10.5% | $3,943+0.3% | $4,663-15.2% |
| Participant deferral / active EE | $2,313 | $8,461-72.7% | $8,091-71.4% | $6,689-65.4% |
| Admin fee / account holder | $1,069 | $9,702-89.0% | $7,906-86.5% | $13,390-92.0% |