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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 | $130,141 | $162,785-20.1% | $133,959-2.8% | $158,950-18.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 92.03% | 41.94%+50.1pp | 45.09%+46.9pp | 302.91%-210.9pp |
| Employer contribution / active EE | $4,067 | $4,975-18.3% | $3,919+3.8% | $4,762-14.6% |
| Participant deferral / active EE | $11,512 | $5,910+94.8% | $5,047+128.1% | $5,983+92.4% |
| Admin fee / account holder | $1,236 | $11,738-89.5% | $8,928-86.2% | $11,248-89.0% |