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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 | $124,820 | $125,778-0.8% | $114,563+9.0% | $154,746-19.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 18.53% | 295.14%-276.6pp | 241.09%-222.6pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,866 | $2,806-33.5% | $2,592-28.0% | $4,379-57.4% |
| Participant deferral / active EE | $9,157 | $4,445+106.0% | $4,142+121.1% | $6,730+36.1% |
| Admin fee / account holder | $3,904 | $8,190-52.3% | $7,623-48.8% | $14,365-72.8% |