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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 | $107,110 | $134,817-20.6% | $123,973-13.6% | $155,188-31.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.78% | 515.49%-496.7pp | 388.13%-369.3pp | 148.84%-130.1pp |
| Employer contribution / active EE | $6,157 | $4,425+39.1% | $4,126+49.2% | $4,248+44.9% |
| Participant deferral / active EE | $14,935 | $5,706+161.7% | $5,247+184.6% | $6,531+128.7% |
| Admin fee / account holder | $1,435 | $13,245-89.2% | $11,799-87.8% | $14,480-90.1% |