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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 | $125,875 | $183,539-31.4% | $155,556-19.1% | $145,897-13.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.11% | 61.31%-36.2pp | 64.84%-39.7pp | 552.29%-527.2pp |
| Employer contribution / active EE | $7,326 | $5,315+37.8% | $4,675+56.7% | $4,663+57.1% |
| Participant deferral / active EE | $5,236 | $6,467-19.0% | $5,631-7.0% | $6,689-21.7% |
| Admin fee / account holder | $4,455 | $19,275-76.9% | $15,885-72.0% | $13,390-66.7% |