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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 | $124,177 | $144,124-13.8% | $117,857+5.4% | $147,585-15.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.51% | 531.17%-512.7pp | 335.09%-316.6pp | 578.57%-560.1pp |
| Employer contribution / active EE | $3,637 | $4,897-25.7% | $3,786-3.9% | $4,876-25.4% |
| Participant deferral / active EE | $5,695 | $5,316+7.1% | $4,482+27.1% | $5,439+4.7% |
| Admin fee / account holder | $624 | $10,886-94.3% | $8,020-92.2% | $10,885-94.3% |