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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 | $128,340 | $118,877+8.0% | $96,570+32.9% | $167,536-23.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.38% | 50.50%-36.1pp | 37.79%-23.4pp | 478.82%-464.4pp |
| Employer contribution / active EE | $7,983 | $3,121+155.8% | $2,357+238.7% | $4,839+65.0% |
| Participant deferral / active EE | $7,124 | $4,617+54.3% | $3,849+85.1% | $6,342+12.3% |
| Admin fee / account holder | $4,333 | $8,069-46.3% | $6,182-29.9% | $12,315-64.8% |