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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 | $113,223 | $109,411+3.5% | $89,435+26.6% | $158,982-28.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.70% | 345.68%-329.0pp | 245.55%-228.9pp | 302.99%-286.3pp |
| Employer contribution / active EE | $2,136 | $3,173-32.7% | $2,587-17.5% | $4,763-55.2% |
| Participant deferral / active EE | $15,300 | $4,600+232.6% | $3,890+293.3% | $5,983+155.7% |
| Admin fee / account holder | $829 | $6,159-86.5% | $4,884-83.0% | $11,252-92.6% |