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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 | $102,789 | $106,524-3.5% | $152,301-32.5% | $87,485+17.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 139.92% | 26.89%+113.0pp | 80.50%+59.4pp | 26.06%+113.9pp |
| Employer contribution / active EE | $3,386 | $3,371+0.4% | $4,624-26.8% | $2,596+30.4% |
| Participant deferral / active EE | $7,219 | $6,525+10.6% | $8,004-9.8% | $4,274+68.9% |
| Admin fee / account holder | $2,278 | $8,287-72.5% | $14,398-84.2% | $7,775-70.7% |