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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 | $107,611 | $112,131-4.0% | $95,964+12.1% | $158,982-32.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.78% | 171.19%-156.4pp | 91.64%-76.9pp | 302.99%-288.2pp |
| Employer contribution / active EE | $3,213 | $3,199+0.4% | $2,541+26.4% | $4,763-32.5% |
| Participant deferral / active EE | $5,773 | $4,784+20.7% | $4,167+38.6% | $5,983-3.5% |
| Admin fee / account holder | $1,036 | $10,136-89.8% | $6,797-84.8% | $11,252-90.8% |