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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 | $97,833 | $72,071+35.7% | $68,368+43.1% | $137,256-28.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.65% | 353.14%-337.5pp | 292.57%-276.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,641 | $2,788-5.3% | $2,649-0.3% | $4,156-36.5% |
| Participant deferral / active EE | $3,995 | $4,410-9.4% | $4,123-3.1% | $6,407-37.6% |
| Admin fee / account holder | $2,745 | $5,336-48.6% | $5,150-46.7% | $12,270-77.6% |