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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 | $123,828 | $144,130-14.1% | $117,861+5.1% | $147,586-16.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.01% | 531.20%-512.2pp | 335.11%-316.1pp | 578.59%-559.6pp |
| Employer contribution / active EE | $2,940 | $4,897-40.0% | $3,786-22.4% | $4,876-39.7% |
| Participant deferral / active EE | $6,975 | $5,316+31.2% | $4,482+55.6% | $5,439+28.2% |
| Admin fee / account holder | $16,074 | $10,887+47.6% | $8,021+100.4% | $10,886+47.7% |