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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 | $124,956 | $102,422+22.0% | $147,117-15.1% | $80,959+54.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.70% | 135.16%-117.5pp | 420.54%-402.8pp | 35.67%-18.0pp |
| Employer contribution / active EE | $2,367 | $3,717-36.3% | $4,932-52.0% | $2,757-14.1% |
| Participant deferral / active EE | $5,161 | $6,652-22.4% | $8,065-36.0% | $4,300+20.0% |
| Admin fee / account holder | $3,622 | $7,953-54.5% | $12,993-72.1% | $6,925-47.7% |