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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 | $115,358 | $134,817-14.4% | $123,973-6.9% | $155,188-25.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.19% | 515.49%-499.3pp | 388.13%-371.9pp | 148.84%-132.7pp |
| Employer contribution / active EE | $2,632 | $4,425-40.5% | $4,126-36.2% | $4,248-38.0% |
| Participant deferral / active EE | $16,069 | $5,706+181.6% | $5,247+206.3% | $6,531+146.0% |
| Admin fee / account holder | $751 | $13,245-94.3% | $11,799-93.6% | $14,480-94.8% |