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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 | $70,366+39.0% | $66,674+46.7% | $138,895-29.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.65% | 386.41%-370.8pp | 321.24%-305.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,641 | $2,765-4.5% | $2,620+0.8% | $4,194-37.0% |
| Participant deferral / active EE | $3,995 | $4,374-8.7% | $4,084-2.2% | $6,396-37.5% |
| Admin fee / account holder | $2,745 | $5,262-47.8% | $5,098-46.2% | $12,562-78.1% |