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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 | $128,956 | $107,368+20.1% | $92,915+38.8% | $152,909-15.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.28% | 145.64%-124.4pp | 109.45%-88.2pp | 345.46%-324.2pp |
| Employer contribution / active EE | $3,264 | $4,222-22.7% | $3,653-10.7% | $4,764-31.5% |
| Participant deferral / active EE | $8,587 | $4,848+77.1% | $4,238+102.6% | $5,851+46.8% |
| Admin fee / account holder | $4,582 | $7,082-35.3% | $5,796-20.9% | $11,601-60.5% |