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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 | $125,944 | $103,038+22.2% | $90,324+39.4% | $152,909-17.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.02% | 95.25%-75.2pp | 78.15%-58.1pp | 345.46%-325.4pp |
| Employer contribution / active EE | $2,392 | $3,141-23.8% | $2,856-16.2% | $4,764-49.8% |
| Participant deferral / active EE | $5,812 | $4,282+35.7% | $3,885+49.6% | $5,851-0.7% |
| Admin fee / account holder | $8,901 | $6,177+44.1% | $5,356+66.2% | $11,601-23.3% |