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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 | $125,599 | $105,145+19.5% | $94,664+32.7% | $139,466-9.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.93% | 38.09%-17.2pp | 156.84%-135.9pp | 373.66%-352.7pp |
| Employer contribution / active EE | $7,311 | $4,107+78.0% | $3,673+99.1% | $4,754+53.8% |
| Participant deferral / active EE | $5,149 | $7,599-32.2% | $7,417-30.6% | $6,712-23.3% |
| Admin fee / account holder | $2,463 | $8,972-72.5% | $7,222-65.9% | $11,409-78.4% |