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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 | $120,597 | $144,130-16.3% | $117,861+2.3% | $147,586-18.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.45% | 531.20%-520.7pp | 335.11%-324.7pp | 578.59%-568.1pp |
| Employer contribution / active EE | $2,220 | $4,897-54.7% | $3,786-41.4% | $4,876-54.5% |
| Participant deferral / active EE | $7,302 | $5,316+37.3% | $4,482+62.9% | $5,439+34.3% |
| Admin fee / account holder | $16,767 | $10,887+54.0% | $8,021+109.1% | $10,886+54.0% |