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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 | $110,819 | $102,429+8.2% | $147,096-24.7% | $80,925+36.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.17% | 135.02%-117.9pp | 419.75%-402.6pp | 35.65%-18.5pp |
| Employer contribution / active EE | $3,917 | $3,716+5.4% | $4,936-20.7% | $2,756+42.1% |
| Participant deferral / active EE | $6,977 | $6,649+4.9% | $8,071-13.5% | $4,299+62.3% |
| Admin fee / account holder | $3,945 | $7,957-50.4% | $13,005-69.7% | $6,940-43.2% |