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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 | $116,579 | $167,353-30.3% | $143,797-18.9% | $134,545-13.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 46.07% | 0.48%+45.6pp | -0.04%+46.1pp | 418.37%-372.3pp |
| Employer contribution / active EE | $8,639 | $5,620+53.7% | $4,952+74.4% | $4,742+82.2% |
| Participant deferral / active EE | $14,109 | $6,447+118.8% | $5,638+150.2% | $6,401+120.4% |
| Admin fee / account holder | $5,849 | $18,096-67.7% | $14,679-60.2% | $11,431-48.8% |