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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 | $114,803 | $105,145+9.2% | $94,664+21.3% | $139,466-17.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.97% | 38.09%-25.1pp | 156.84%-143.9pp | 373.66%-360.7pp |
| Employer contribution / active EE | $3,249 | $4,107-20.9% | $3,673-11.6% | $4,754-31.7% |
| Participant deferral / active EE | $9,538 | $7,599+25.5% | $7,417+28.6% | $6,712+42.1% |
| Admin fee / account holder | $19,023 | $8,972+112.0% | $7,222+163.4% | $11,409+66.7% |