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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 | $115,039 | $175,231-34.4% | $149,696-23.2% | $139,466-17.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.23% | 166.77%-155.5pp | 134.46%-123.2pp | 373.66%-362.4pp |
| Employer contribution / active EE | $6,804 | $5,478+24.2% | $4,821+41.1% | $4,754+43.1% |
| Participant deferral / active EE | $3,790 | $6,521-41.9% | $5,682-33.3% | $6,712-43.5% |
| Admin fee / account holder | $1,392 | $16,155-91.4% | $13,212-89.5% | $11,409-87.8% |