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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 | $74,773 | $134,817-44.5% | $123,973-39.7% | $155,188-51.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.43% | 515.49%-497.1pp | 388.13%-369.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $12,636 | $4,425+185.5% | $4,126+206.3% | $4,248+197.5% |
| Participant deferral / active EE | $7,709 | $5,706+35.1% | $5,247+46.9% | $6,531+18.0% |
| Admin fee / account holder | $1,196 | $13,245-91.0% | $11,799-89.9% | $14,480-91.7% |