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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 | $82,581 | $134,817-38.7% | $123,973-33.4% | $155,188-46.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.59% | 515.49%-502.9pp | 388.13%-375.5pp | 148.84%-136.2pp |
| Employer contribution / active EE | $6,056 | $4,425+36.8% | $4,126+46.8% | $4,248+42.6% |
| Participant deferral / active EE | $6,386 | $5,706+11.9% | $5,247+21.7% | $6,531-2.2% |
| Admin fee / account holder | $8,990 | $13,245-32.1% | $11,799-23.8% | $14,480-37.9% |