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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 | $127,701 | $144,130-11.4% | $117,861+8.3% | $147,586-13.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.57% | 531.20%-517.6pp | 335.11%-321.5pp | 578.59%-565.0pp |
| Employer contribution / active EE | $4,864 | $4,897-0.7% | $3,786+28.4% | $4,876-0.3% |
| Participant deferral / active EE | $2,738 | $5,316-48.5% | $4,482-38.9% | $5,439-49.7% |
| Admin fee / account holder | $2,177 | $10,887-80.0% | $8,021-72.9% | $10,886-80.0% |