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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 | $134,817-16.7% | $123,973-9.4% | $155,188-27.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.89% | 515.49%-498.6pp | 388.13%-371.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $3,878 | $4,425-12.4% | $4,126-6.0% | $4,248-8.7% |
| Participant deferral / active EE | $7,120 | $5,706+24.8% | $5,247+35.7% | $6,531+9.0% |
| Admin fee / account holder | $15,689 | $13,245+18.5% | $11,799+33.0% | $14,480+8.4% |