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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 | $136,910 | $144,130-5.0% | $117,860+16.2% | $147,585-7.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 26.95% | 531.20%-504.2pp | 335.10%-308.1pp | 578.58%-551.6pp |
| Employer contribution / active EE | $2,954 | $4,897-39.7% | $3,786-22.0% | $4,876-39.4% |
| Participant deferral / active EE | $6,498 | $5,316+22.2% | $4,482+45.0% | $5,439+19.5% |
| Admin fee / account holder | $2,356 | $10,887-78.4% | $8,021-70.6% | $10,886-78.4% |