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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 | $127,438 | $111,787+14.0% | $93,681+36.0% | $145,978-12.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.44% | 203.52%-191.1pp | 133.47%-121.0pp | 550.52%-538.1pp |
| Employer contribution / active EE | $2,121 | $3,093-31.4% | $2,422-12.4% | $4,662-54.5% |
| Participant deferral / active EE | $4,891 | $4,918-0.5% | $4,415+10.8% | $6,690-26.9% |
| Admin fee / account holder | $6,574 | $10,256-35.9% | $8,290-20.7% | $13,400-50.9% |