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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 | $74,389 | $70,366+5.7% | $66,674+11.6% | $138,895-46.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.88% | 386.41%-372.5pp | 321.24%-307.4pp | 145.39%-131.5pp |
| Employer contribution / active EE | $4,089 | $2,765+47.9% | $2,620+56.0% | $4,194-2.5% |
| Participant deferral / active EE | $4,464 | $4,374+2.0% | $4,084+9.3% | $6,396-30.2% |
| Admin fee / account holder | $18,219 | $5,262+246.2% | $5,098+257.4% | $12,562+45.0% |