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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 | $104,705 | $70,366+48.8% | $66,674+57.0% | $138,895-24.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.54% | 386.41%-369.9pp | 321.24%-304.7pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,957 | $2,765+6.9% | $2,620+12.9% | $4,194-29.5% |
| Participant deferral / active EE | $6,700 | $4,374+53.2% | $4,084+64.0% | $6,396+4.7% |
| Admin fee / account holder | $4,735 | $5,262-10.0% | $5,098-7.1% | $12,562-62.3% |