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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 | $152,165 | $103,038+47.7% | $90,324+68.5% | $152,909-0.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.85% | 95.25%-81.4pp | 78.15%-64.3pp | 345.46%-331.6pp |
| Employer contribution / active EE | $3,214 | $3,141+2.3% | $2,856+12.5% | $4,764-32.5% |
| Participant deferral / active EE | $9,084 | $4,282+112.1% | $3,885+133.8% | $5,851+55.2% |
| Admin fee / account holder | $2,019 | $6,177-67.3% | $5,356-62.3% | $11,601-82.6% |