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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 | $120,720 | $106,923+12.9% | $84,023+43.7% | $152,909-21.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 24.35% | 105.02%-80.7pp | 71.32%-47.0pp | 345.46%-321.1pp |
| Employer contribution / active EE | $7,375 | $2,735+169.6% | $1,984+271.8% | $4,764+54.8% |
| Participant deferral / active EE | $4,233 | $4,013+5.5% | $3,239+30.7% | $5,851-27.7% |
| Admin fee / account holder | $1,709 | $8,289-79.4% | $6,102-72.0% | $11,601-85.3% |