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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 | $142,499 | $103,008+38.3% | $90,304+57.8% | $152,897-6.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.59% | 95.22%-72.6pp | 78.13%-55.5pp | 345.43%-322.8pp |
| Employer contribution / active EE | $1,326 | $3,139-57.8% | $2,855-53.6% | $4,764-72.2% |
| Participant deferral / active EE | $5,652 | $4,281+32.0% | $3,885+45.5% | $5,851-3.4% |
| Admin fee / account holder | $6,580 | $6,175+6.6% | $5,354+22.9% | $11,599-43.3% |