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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 | $150,884 | $81,643+84.8% | $70,462+114.1% | $158,950-5.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 19.17% | 208.51%-189.3pp | 109.08%-89.9pp | 302.91%-283.7pp |
| Employer contribution / active EE | $3,216 | $3,218-0.1% | $2,737+17.5% | $4,762-32.5% |
| Participant deferral / active EE | $7,097 | $4,555+55.8% | $3,710+91.3% | $5,983+18.6% |
| Admin fee / account holder | $4,833 | $6,194-22.0% | $3,845+25.7% | $11,248-57.0% |