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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 | $116,314 | $103,008+12.9% | $90,304+28.8% | $152,897-23.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.18% | 95.22%-75.0pp | 78.13%-58.0pp | 345.43%-325.3pp |
| Employer contribution / active EE | $3,356 | $3,139+6.9% | $2,855+17.5% | $4,764-29.6% |
| Participant deferral / active EE | $3,879 | $4,281-9.4% | $3,885-0.2% | $5,851-33.7% |
| Admin fee / account holder | $4,198 | $6,175-32.0% | $5,354-21.6% | $11,599-63.8% |