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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 | $120,767 | $112,112+7.7% | $95,956+25.9% | $158,950-24.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 26.54% | 171.15%-144.6pp | 91.63%-65.1pp | 302.91%-276.4pp |
| Employer contribution / active EE | $2,566 | $3,199-19.8% | $2,541+1.0% | $4,762-46.1% |
| Participant deferral / active EE | $8,008 | $4,784+67.4% | $4,167+92.2% | $5,983+33.9% |
| Admin fee / account holder | $14,735 | $10,134+45.4% | $6,797+116.8% | $11,248+31.0% |