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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 | $115,736 | $150,412-23.1% | $120,574-4.0% | $145,884-20.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.57% | 154.50%-143.9pp | 107.42%-96.9pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,678 | $4,355-38.5% | $3,471-22.8% | $4,662-42.6% |
| Participant deferral / active EE | $15,024 | $6,175+143.3% | $4,996+200.7% | $6,690+124.6% |
| Admin fee / account holder | $1,187 | $12,224-90.3% | $9,445-87.4% | $13,392-91.1% |