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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 | $125,388 | $126,519-0.9% | $106,201+18.1% | $145,959-14.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.15% | 225.10%-211.0pp | 116.26%-102.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,957 | $3,726-47.5% | $3,170-38.3% | $4,661-58.0% |
| Participant deferral / active EE | $5,875 | $5,716+2.8% | $5,012+17.2% | $6,689-12.2% |
| Admin fee / account holder | $2,709 | $17,312-84.4% | $11,039-75.5% | $13,398-79.8% |