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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 | $141,353 | $118,877+18.9% | $96,570+46.4% | $167,536-15.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.70% | 50.50%-30.8pp | 37.79%-18.1pp | 478.82%-459.1pp |
| Employer contribution / active EE | $1,824 | $3,121-41.5% | $2,357-22.6% | $4,839-62.3% |
| Participant deferral / active EE | $5,699 | $4,617+23.4% | $3,849+48.0% | $6,342-10.1% |
| Admin fee / account holder | $4,114 | $8,069-49.0% | $6,182-33.5% | $12,315-66.6% |