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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 | $135,436 | $144,130-6.0% | $117,860+14.9% | $147,585-8.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.98% | 531.20%-517.2pp | 335.10%-321.1pp | 578.58%-564.6pp |
| Employer contribution / active EE | $2,887 | $4,897-41.1% | $3,786-23.8% | $4,876-40.8% |
| Participant deferral / active EE | $5,885 | $5,316+10.7% | $4,482+31.3% | $5,439+8.2% |
| Admin fee / account holder | $2,278 | $10,887-79.1% | $8,021-71.6% | $10,886-79.1% |