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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 | $136,588 | $232,540-41.3% | $185,117-26.2% | $147,585-7.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.79% | 43.03%-23.2pp | 40.50%-20.7pp | 578.58%-558.8pp |
| Employer contribution / active EE | $4,420 | $5,195-14.9% | $4,182+5.7% | $4,876-9.4% |
| Participant deferral / active EE | $5,753 | $5,834-1.4% | $5,045+14.0% | $5,439+5.8% |
| Admin fee / account holder | $13,514 | $10,275+31.5% | $8,159+65.6% | $10,886+24.1% |