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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 | $115,058 | $144,130-20.2% | $117,861-2.4% | $147,586-22.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.28% | 531.20%-516.9pp | 335.11%-320.8pp | 578.59%-564.3pp |
| Employer contribution / active EE | $6,394 | $4,897+30.6% | $3,786+68.9% | $4,876+31.1% |
| Participant deferral / active EE | $5,467 | $5,316+2.8% | $4,482+22.0% | $5,439+0.5% |
| Admin fee / account holder | $12,060 | $10,887+10.8% | $8,021+50.4% | $10,886+10.8% |