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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 | $126,156 | $183,592-31.3% | $155,574-18.9% | $145,877-13.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 304.59% | 61.37%+243.2pp | 64.87%+239.7pp | 551.28%-246.7pp |
| Employer contribution / active EE | $2,842 | $5,317-46.5% | $4,676-39.2% | $4,663-39.1% |
| Participant deferral / active EE | $6,484 | $6,466+0.3% | $5,629+15.2% | $6,691-3.1% |
| Admin fee / account holder | $11,595 | $19,316-40.0% | $15,914-27.1% | $13,402-13.5% |