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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 | $82,386 | $134,817-38.9% | $123,973-33.5% | $155,188-46.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.53% | 515.49%-501.0pp | 388.13%-373.6pp | 148.84%-134.3pp |
| Employer contribution / active EE | $9,397 | $4,425+112.3% | $4,126+127.8% | $4,248+121.2% |
| Participant deferral / active EE | $7,027 | $5,706+23.1% | $5,247+33.9% | $6,531+7.6% |
| Admin fee / account holder | $4,580 | $13,245-65.4% | $11,799-61.2% | $14,480-68.4% |