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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 | $132,625 | $171,492-22.7% | $150,734-12.0% | $198,609-33.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 16.20% | 804.70%-788.5pp | 600.81%-584.6pp | 202.70%-186.5pp |
| Employer contribution / active EE | $3,662 | $5,470-33.1% | $4,918-25.5% | $5,055-27.6% |
| Participant deferral / active EE | $11,314 | $6,259+80.8% | $5,610+101.7% | $6,977+62.2% |
| Admin fee / account holder | $4,620 | $17,628-73.8% | $14,905-69.0% | $19,030-75.7% |