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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 | $111,311 | $107,363+3.7% | $92,909+19.8% | $152,897-27.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.28% | 145.63%-124.3pp | 109.44%-88.2pp | 345.43%-324.1pp |
| Employer contribution / active EE | $1,466 | $4,222-65.3% | $3,653-59.9% | $4,764-69.2% |
| Participant deferral / active EE | $2,381 | $4,848-50.9% | $4,238-43.8% | $5,851-59.3% |
| Admin fee / account holder | $3,033 | $7,082-57.2% | $5,795-47.7% | $11,599-73.8% |