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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 | $114,788 | $134,817-14.9% | $123,973-7.4% | $155,188-26.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.29% | 515.49%-501.2pp | 388.13%-373.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $4,679 | $4,425+5.7% | $4,126+13.4% | $4,248+10.1% |
| Participant deferral / active EE | $32,047 | $5,706+461.6% | $5,247+510.8% | $6,531+390.7% |
| Admin fee / account holder | $3,797 | $13,245-71.3% | $11,799-67.8% | $14,480-73.8% |