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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 | $112,321 | $171,492-34.5% | $150,734-25.5% | $198,609-43.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 16.89% | 804.70%-787.8pp | 600.81%-583.9pp | 202.70%-185.8pp |
| Employer contribution / active EE | $3,878 | $5,470-29.1% | $4,918-21.2% | $5,055-23.3% |
| Participant deferral / active EE | $7,120 | $6,259+13.8% | $5,610+26.9% | $6,977+2.1% |
| Admin fee / account holder | $15,689 | $17,628-11.0% | $14,905+5.3% | $19,030-17.6% |