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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 | $120,014 | $104,953+14.3% | $84,637+41.8% | $152,909-21.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.01% | 373.94%-355.9pp | 258.82%-240.8pp | 345.46%-327.5pp |
| Employer contribution / active EE | $2,417 | $3,304-26.9% | $2,653-8.9% | $4,764-49.3% |
| Participant deferral / active EE | $8,537 | $4,691+82.0% | $3,900+118.9% | $5,851+45.9% |
| Admin fee / account holder | $650 | $6,244-89.6% | $4,914-86.8% | $11,601-94.4% |