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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 | $128,954 | $185,905-30.6% | $170,057-24.2% | $139,487-7.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.88% | 60.56%-33.7pp | 53.42%-26.5pp | 373.84%-347.0pp |
| Employer contribution / active EE | $9,723 | $7,597+28.0% | $6,790+43.2% | $4,755+104.5% |
| Participant deferral / active EE | $8,433 | $11,627-27.5% | $10,411-19.0% | $6,713+25.6% |
| Admin fee / account holder | $4,437 | $15,397-71.2% | $12,826-65.4% | $11,407-61.1% |