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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 | $133,115 | $107,363+24.0% | $92,909+43.3% | $152,897-12.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.01% | 145.63%-127.6pp | 109.44%-91.4pp | 345.43%-327.4pp |
| Employer contribution / active EE | $1,222 | $4,222-71.1% | $3,653-66.6% | $4,764-74.4% |
| Participant deferral / active EE | $2,825 | $4,848-41.7% | $4,238-33.3% | $5,851-51.7% |
| Admin fee / account holder | $10,039 | $7,082+41.8% | $5,795+73.2% | $11,599-13.5% |