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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 | $69,170 | $70,366-1.7% | $66,674+3.7% | $138,895-50.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.16% | 386.41%-372.2pp | 321.24%-307.1pp | 145.39%-131.2pp |
| Employer contribution / active EE | $4,355 | $2,765+57.5% | $2,620+66.2% | $4,194+3.8% |
| Participant deferral / active EE | $8,112 | $4,374+85.5% | $4,084+98.6% | $6,396+26.8% |
| Admin fee / account holder | $8,543 | $5,262+62.3% | $5,098+67.6% | $12,562-32.0% |