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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 | $124,072 | $135,645-8.5% | $110,243+12.5% | $135,380-8.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 15.59% | 513.24%-497.6pp | 314.76%-299.2pp | 519.81%-504.2pp |
| Employer contribution / active EE | $1,867 | $4,907-61.9% | $3,827-51.2% | $4,779-60.9% |
| Participant deferral / active EE | $5,484 | $5,507-0.4% | $4,672+17.4% | $5,609-2.2% |
| Admin fee / account holder | $1,228 | $11,458-89.3% | $8,548-85.6% | $10,828-88.7% |