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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 | $139,260 | $101,618+37.0% | $93,063+49.6% | $137,256+1.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.88% | 223.95%-208.1pp | 34.15%-18.3pp | 220.34%-204.5pp |
| Employer contribution / active EE | $6,886 | $2,707+154.4% | $2,476+178.1% | $4,156+65.7% |
| Participant deferral / active EE | $9,300 | $4,279+117.3% | $3,958+135.0% | $6,407+45.2% |
| Admin fee / account holder | $3,758 | $6,198-39.4% | $6,033-37.7% | $12,270-69.4% |