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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 | $125,084 | $232,540-46.2% | $185,117-32.4% | $147,585-15.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.26% | 43.03%-26.8pp | 40.50%-24.2pp | 578.57%-562.3pp |
| Employer contribution / active EE | $5,898 | $5,195+13.5% | $4,182+41.0% | $4,876+20.9% |
| Participant deferral / active EE | $11,843 | $5,834+103.0% | $5,045+134.7% | $5,439+117.7% |
| Admin fee / account holder | $5,416 | $10,275-47.3% | $8,159-33.6% | $10,885-50.2% |