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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 | $112,844 | $134,817-16.3% | $123,973-9.0% | $155,188-27.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.12% | 515.49%-498.4pp | 388.13%-371.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $2,189 | $4,425-50.5% | $4,126-46.9% | $4,248-48.5% |
| Participant deferral / active EE | $6,222 | $5,706+9.0% | $5,247+18.6% | $6,531-4.7% |
| Admin fee / account holder | $2,408 | $13,245-81.8% | $11,799-79.6% | $14,480-83.4% |