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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 | $122,127 | $105,198+16.1% | $159,455-23.4% | $85,856+42.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.13% | 45.08%-28.9pp | 263.63%-247.5pp | 318.58%-302.5pp |
| Employer contribution / active EE | $7,614 | $3,319+129.4% | $4,830+57.6% | $2,565+196.8% |
| Participant deferral / active EE | $2,729 | $5,946-54.1% | $7,353-62.9% | $3,952-30.9% |
| Admin fee / account holder | $2,940 | $6,934-57.6% | $10,800-72.8% | $6,261-53.0% |