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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 | $140,804 | $112,112+25.6% | $95,956+46.7% | $158,950-11.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.39% | 171.15%-154.8pp | 91.63%-75.2pp | 302.91%-286.5pp |
| Employer contribution / active EE | $791 | $3,199-75.3% | $2,541-68.9% | $4,762-83.4% |
| Participant deferral / active EE | $9,056 | $4,784+89.3% | $4,167+117.3% | $5,983+51.4% |
| Admin fee / account holder | $1,120 | $10,134-88.9% | $6,797-83.5% | $11,248-90.0% |