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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 | $119,890 | $105,158+14.0% | $94,672+26.6% | $139,487-14.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.33% | 38.11%-17.8pp | 156.89%-136.6pp | 373.84%-353.5pp |
| Employer contribution / active EE | $5,600 | $4,107+36.3% | $3,673+52.5% | $4,755+17.8% |
| Participant deferral / active EE | $4,976 | $7,599-34.5% | $7,417-32.9% | $6,713-25.9% |
| Admin fee / account holder | $5,983 | $8,972-33.3% | $7,222-17.2% | $11,407-47.6% |