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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 | $122,764 | $134,817-8.9% | $123,973-1.0% | $155,188-20.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.74% | 515.49%-500.8pp | 388.13%-373.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,420 | $4,425-67.9% | $4,126-65.6% | $4,248-66.6% |
| Participant deferral / active EE | $9,275 | $5,706+62.5% | $5,247+76.8% | $6,531+42.0% |
| Admin fee / account holder | $9,768 | $13,245-26.3% | $11,799-17.2% | $14,480-32.5% |