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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 | $142,978 | $112,112+27.5% | $95,956+49.0% | $158,950-10.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.09% | 171.15%-163.1pp | 91.63%-83.5pp | 302.91%-294.8pp |
| Employer contribution / active EE | $3,765 | $3,199+17.7% | $2,541+48.2% | $4,762-20.9% |
| Participant deferral / active EE | $6,945 | $4,784+45.2% | $4,167+66.7% | $5,983+16.1% |
| Admin fee / account holder | $4,227 | $10,134-58.3% | $6,797-37.8% | $11,248-62.4% |