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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 | $111,621 | $150,412-25.8% | $120,574-7.4% | $145,884-23.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 27.37% | 154.50%-127.1pp | 107.42%-80.1pp | 551.85%-524.5pp |
| Employer contribution / active EE | $4,869 | $4,355+11.8% | $3,471+40.3% | $4,662+4.4% |
| Participant deferral / active EE | $10,490 | $6,175+69.9% | $4,996+110.0% | $6,690+56.8% |
| Admin fee / account holder | $9,465 | $12,224-22.6% | $9,445+0.2% | $13,392-29.3% |