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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 | $123,878 | $134,817-8.1% | $123,973-0.1% | $155,188-20.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.72% | 515.49%-498.8pp | 388.13%-371.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $6,098 | $4,425+37.8% | $4,126+47.8% | $4,248+43.5% |
| Participant deferral / active EE | $13,310 | $5,706+133.3% | $5,247+153.7% | $6,531+103.8% |
| Admin fee / account holder | $1,615 | $13,245-87.8% | $11,799-86.3% | $14,480-88.8% |