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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 | $121,446 | $134,817-9.9% | $123,973-2.0% | $155,188-21.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.45% | 515.49%-499.0pp | 388.13%-371.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $11,881 | $4,425+168.5% | $4,126+188.0% | $4,248+179.7% |
| Participant deferral / active EE | $6,648 | $5,706+16.5% | $5,247+26.7% | $6,531+1.8% |
| Admin fee / account holder | $1,452 | $13,245-89.0% | $11,799-87.7% | $14,480-90.0% |