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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 | $93,636 | $134,817-30.5% | $123,973-24.5% | $155,188-39.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.06% | 515.49%-498.4pp | 388.13%-371.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $9,705 | $4,425+119.3% | $4,126+135.2% | $4,248+128.5% |
| Participant deferral / active EE | $5,771 | $5,706+1.1% | $5,247+10.0% | $6,531-11.6% |
| Admin fee / account holder | $2,330 | $13,245-82.4% | $11,799-80.3% | $14,480-83.9% |