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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 | $102,681 | $134,817-23.8% | $123,973-17.2% | $155,188-33.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.34% | 515.49%-497.2pp | 388.13%-369.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $7,715 | $4,425+74.3% | $4,126+87.0% | $4,248+81.6% |
| Participant deferral / active EE | $7,151 | $5,706+25.3% | $5,247+36.3% | $6,531+9.5% |
| Admin fee / account holder | $1,481 | $13,245-88.8% | $11,799-87.4% | $14,480-89.8% |