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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 | $111,404 | $109,411+1.8% | $89,435+24.6% | $158,982-29.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 48.28% | 345.68%-297.4pp | 245.55%-197.3pp | 302.99%-254.7pp |
| Employer contribution / active EE | $3,624 | $3,173+14.2% | $2,587+40.1% | $4,763-23.9% |
| Participant deferral / active EE | $14,866 | $4,600+223.2% | $3,890+282.1% | $5,983+148.4% |
| Admin fee / account holder | $797 | $6,159-87.1% | $4,884-83.7% | $11,252-92.9% |