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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 | $113,551 | $175,259-35.2% | $149,723-24.2% | $139,487-18.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.12% | 166.82%-149.7pp | 134.50%-117.4pp | 373.84%-356.7pp |
| Employer contribution / active EE | $4,069 | $5,478-25.7% | $4,821-15.6% | $4,755-14.4% |
| Participant deferral / active EE | $8,564 | $6,522+31.3% | $5,682+50.7% | $6,713+27.6% |
| Admin fee / account holder | $1,219 | $16,158-92.5% | $13,215-90.8% | $11,407-89.3% |