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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 | $90,005 | $111,535-19.3% | $105,223-14.5% | $137,256-34.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 138.20% | 237.85%-99.7pp | 180.65%-42.4pp | 220.34%-82.1pp |
| Employer contribution / active EE | $3,698 | $3,939-6.1% | $3,689+0.2% | $4,156-11.0% |
| Participant deferral / active EE | $10,951 | $5,500+99.1% | $5,072+115.9% | $6,407+70.9% |
| Admin fee / account holder | $1,178 | $9,721-87.9% | $8,859-86.7% | $12,270-90.4% |