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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 | $127,535 | $100,139+27.4% | $85,187+49.7% | $145,884-12.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.06% | 84.15%-69.1pp | 66.67%-51.6pp | 551.85%-536.8pp |
| Employer contribution / active EE | $3,040 | $3,238-6.1% | $2,732+11.3% | $4,662-34.8% |
| Participant deferral / active EE | $14,159 | $5,296+167.4% | $4,525+212.9% | $6,690+111.7% |
| Admin fee / account holder | $672 | $7,262-90.7% | $6,162-89.1% | $13,392-95.0% |