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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 | $114,866 | $183,592-37.4% | $155,574-26.2% | $145,877-21.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.79% | 61.37%-52.6pp | 64.87%-56.1pp | 551.28%-542.5pp |
| Employer contribution / active EE | $3,970 | $5,317-25.3% | $4,676-15.1% | $4,663-14.9% |
| Participant deferral / active EE | $3,877 | $6,466-40.0% | $5,629-31.1% | $6,691-42.0% |
| Admin fee / account holder | $38,133 | $19,316+97.4% | $15,914+139.6% | $13,402+184.5% |