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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 | $115,530 | $112,131+3.0% | $95,964+20.4% | $158,982-27.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.01% | 171.19%-161.2pp | 91.64%-81.6pp | 302.99%-293.0pp |
| Employer contribution / active EE | $2,210 | $3,199-30.9% | $2,541-13.0% | $4,763-53.6% |
| Participant deferral / active EE | $10,125 | $4,784+111.6% | $4,167+143.0% | $5,983+69.2% |
| Admin fee / account holder | $26,806 | $10,136+164.5% | $6,797+294.4% | $11,252+138.2% |