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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 | $118,850 | $100,073+18.8% | $85,126+39.6% | $145,877-18.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.93% | 84.11%-63.2pp | 66.63%-45.7pp | 551.28%-530.4pp |
| Employer contribution / active EE | $1,951 | $3,236-39.7% | $2,731-28.6% | $4,663-58.2% |
| Participant deferral / active EE | $3,738 | $5,294-29.4% | $4,523-17.4% | $6,691-44.1% |
| Admin fee / account holder | $3,436 | $7,261-52.7% | $6,160-44.2% | $13,402-74.4% |