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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 | $98,974 | $81,664+21.2% | $70,476+40.4% | $158,966-37.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 26.14% | 208.59%-182.4pp | 109.12%-83.0pp | 302.95%-276.8pp |
| Employer contribution / active EE | $3,421 | $3,219+6.3% | $2,738+24.9% | $4,762-28.2% |
| Participant deferral / active EE | $3,227 | $4,556-29.2% | $3,710-13.0% | $5,983-46.1% |
| Admin fee / account holder | $1,912 | $6,197-69.1% | $3,847-50.3% | $11,250-83.0% |