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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 | $122,360 | $198,457-38.3% | $170,435-28.2% | $147,586-17.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.56% | 257.30%-243.7pp | 205.94%-192.4pp | 578.59%-565.0pp |
| Employer contribution / active EE | $4,987 | $6,183-19.3% | $5,432-8.2% | $4,876+2.3% |
| Participant deferral / active EE | $3,311 | $5,629-41.2% | $4,939-33.0% | $5,439-39.1% |
| Admin fee / account holder | $5,179 | $16,852-69.3% | $13,881-62.7% | $10,886-52.4% |