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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 | $108,720 | $95,979+13.3% | $74,551+45.8% | $135,380-19.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 13.50% | 56.97%-43.5pp | 32.53%-19.0pp | 519.81%-506.3pp |
| Employer contribution / active EE | $6,851 | $2,716+152.2% | $1,961+249.3% | $4,779+43.4% |
| Participant deferral / active EE | $6,970 | $3,844+81.3% | $3,108+124.3% | $5,609+24.3% |
| Admin fee / account holder | $2,105 | $6,522-67.7% | $5,059-58.4% | $10,828-80.6% |