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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 | $140,883 | $112,112+25.7% | $95,956+46.8% | $158,950-11.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.00% | 171.15%-164.1pp | 91.63%-84.6pp | 302.91%-295.9pp |
| Employer contribution / active EE | $2,005 | $3,199-37.3% | $2,541-21.1% | $4,762-57.9% |
| Participant deferral / active EE | $8,616 | $4,784+80.1% | $4,167+106.8% | $5,983+44.0% |
| Admin fee / account holder | $2,136 | $10,134-78.9% | $6,797-68.6% | $11,248-81.0% |