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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 | $113,458 | $175,231-35.3% | $149,696-24.2% | $139,466-18.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.75% | 166.77%-152.0pp | 134.46%-119.7pp | 373.66%-358.9pp |
| Employer contribution / active EE | $2,954 | $5,478-46.1% | $4,821-38.7% | $4,754-37.9% |
| Participant deferral / active EE | $5,996 | $6,521-8.1% | $5,682+5.5% | $6,712-10.7% |
| Admin fee / account holder | $17,520 | $16,155+8.4% | $13,212+32.6% | $11,409+53.6% |