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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 | $119,228 | $109,904+8.5% | $97,167+22.7% | $145,959-18.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 22.93% | 243.43%-220.5pp | 75.27%-52.3pp | 561.95%-539.0pp |
| Employer contribution / active EE | $2,275 | $3,084-26.3% | $2,729-16.7% | $4,661-51.2% |
| Participant deferral / active EE | $8,610 | $4,676+84.1% | $4,264+101.9% | $6,689+28.7% |
| Admin fee / account holder | $1,032 | $6,216-83.4% | $5,650-81.7% | $13,398-92.3% |