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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 | $77,192 | $125,778-38.6% | $114,563-32.6% | $154,746-50.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 13.83% | 295.14%-281.3pp | 241.09%-227.3pp | 172.34%-158.5pp |
| Employer contribution / active EE | $4,239 | $2,806+51.1% | $2,592+63.5% | $4,379-3.2% |
| Participant deferral / active EE | $6,363 | $4,445+43.2% | $4,142+53.6% | $6,730-5.5% |
| Admin fee / account holder | $13,317 | $8,190+62.6% | $7,623+74.7% | $14,365-7.3% |