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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 | $128,487 | $217,432-40.9% | $185,849-30.9% | $167,536-23.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.20% | 148.42%-135.2pp | 122.10%-108.9pp | 478.82%-465.6pp |
| Employer contribution / active EE | $8,572 | $5,875+45.9% | $5,169+65.9% | $4,839+77.1% |
| Participant deferral / active EE | $5,010 | $6,357-21.2% | $5,569-10.0% | $6,342-21.0% |
| Admin fee / account holder | $4,256 | $19,818-78.5% | $16,244-73.8% | $12,315-65.4% |