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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 | $125,900 | $103,000+22.2% | $90,300+39.4% | $152,885-17.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.28% | 95.19%-73.9pp | 78.11%-56.8pp | 345.39%-324.1pp |
| Employer contribution / active EE | $2,682 | $3,138-14.5% | $2,854-6.0% | $4,763-43.7% |
| Participant deferral / active EE | $5,616 | $4,281+31.2% | $3,884+44.6% | $5,851-4.0% |
| Admin fee / account holder | $6,558 | $6,173+6.2% | $5,353+22.5% | $11,598-43.5% |