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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 | $89,129 | $72,071+23.7% | $68,368+30.4% | $137,256-35.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.42% | 353.14%-334.7pp | 292.57%-274.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,280 | $2,788+17.7% | $2,649+23.8% | $4,156-21.1% |
| Participant deferral / active EE | $11,955 | $4,410+171.1% | $4,123+190.0% | $6,407+86.6% |
| Admin fee / account holder | $1,309 | $5,336-75.5% | $5,150-74.6% | $12,270-89.3% |