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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 | $134,664 | $103,000+30.7% | $90,300+49.1% | $152,885-11.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.87% | 95.19%-74.3pp | 78.11%-57.2pp | 345.39%-324.5pp |
| Employer contribution / active EE | $3,532 | $3,138+12.5% | $2,854+23.7% | $4,763-25.9% |
| Participant deferral / active EE | $8,243 | $4,281+92.6% | $3,884+112.2% | $5,851+40.9% |
| Admin fee / account holder | $579 | $6,173-90.6% | $5,353-89.2% | $11,598-95.0% |