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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 | $135,111 | $109,904+22.9% | $97,167+39.1% | $145,959-7.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.11% | 243.43%-230.3pp | 75.27%-62.2pp | 561.95%-548.8pp |
| Employer contribution / active EE | $8,272 | $3,084+168.2% | $2,729+203.1% | $4,661+77.5% |
| Participant deferral / active EE | $3,057 | $4,676-34.6% | $4,264-28.3% | $6,689-54.3% |
| Admin fee / account holder | $2,878 | $6,216-53.7% | $5,650-49.1% | $13,398-78.5% |