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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 | $132,252 | $109,967+20.3% | $97,197+36.1% | $145,877-9.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.76% | 244.27%-233.5pp | 75.47%-64.7pp | 551.28%-540.5pp |
| Employer contribution / active EE | $4,984 | $3,077+62.0% | $2,723+83.1% | $4,663+6.9% |
| Participant deferral / active EE | $3,533 | $4,676-24.5% | $4,263-17.1% | $6,691-47.2% |
| Admin fee / account holder | $6,791 | $6,199+9.6% | $5,637+20.5% | $13,402-49.3% |