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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 | $138,777 | $112,915+22.9% | $90,965+52.6% | $158,950-12.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.70% | 215.75%-210.1pp | 134.57%-128.9pp | 302.91%-297.2pp |
| Employer contribution / active EE | $2,713 | $2,894-6.3% | $2,122+27.8% | $4,762-43.0% |
| Participant deferral / active EE | $2,989 | $4,128-27.6% | $3,373-11.4% | $5,983-50.0% |
| Admin fee / account holder | $1,478 | $8,044-81.6% | $5,960-75.2% | $11,248-86.9% |