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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 | $129,859 | $112,131+15.8% | $95,964+35.3% | $158,982-18.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.45% | 171.19%-159.7pp | 91.64%-80.2pp | 302.99%-291.5pp |
| Employer contribution / active EE | $7,695 | $3,199+140.5% | $2,541+202.8% | $4,763+61.6% |
| Participant deferral / active EE | $17,394 | $4,784+263.6% | $4,167+317.5% | $5,983+190.7% |
| Admin fee / account holder | $2,132 | $10,136-79.0% | $6,797-68.6% | $11,252-81.1% |