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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 | $113,044 | $107,363+5.3% | $92,909+21.7% | $152,897-26.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.89% | 145.63%-125.7pp | 109.44%-89.5pp | 345.43%-325.5pp |
| Employer contribution / active EE | $2,932 | $4,222-30.6% | $3,653-19.7% | $4,764-38.4% |
| Participant deferral / active EE | $10,803 | $4,848+122.8% | $4,238+154.9% | $5,851+84.6% |
| Admin fee / account holder | $1,085 | $7,082-84.7% | $5,795-81.3% | $11,599-90.6% |