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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 | $127,691 | $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 | 11.39% | 531.20%-519.8pp | 335.11%-323.7pp | 578.59%-567.2pp |
| Employer contribution / active EE | $3,573 | $4,897-27.0% | $3,786-5.6% | $4,876-26.7% |
| Participant deferral / active EE | $5,719 | $5,316+7.6% | $4,482+27.6% | $5,439+5.2% |
| Admin fee / account holder | $1,698 | $10,887-84.4% | $8,021-78.8% | $10,886-84.4% |