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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 | $123,683 | $107,363+15.2% | $92,909+33.1% | $152,897-19.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.90% | 145.63%-127.7pp | 109.44%-91.5pp | 345.43%-327.5pp |
| Employer contribution / active EE | $2,916 | $4,222-30.9% | $3,653-20.2% | $4,764-38.8% |
| Participant deferral / active EE | $4,851 | $4,848+0.1% | $4,238+14.5% | $5,851-17.1% |
| Admin fee / account holder | $1,719 | $7,082-75.7% | $5,795-70.3% | $11,599-85.2% |