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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 | $129,762 | $217,432-40.3% | $185,849-30.2% | $167,536-22.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.76% | 148.42%-135.7pp | 122.10%-109.3pp | 478.82%-466.1pp |
| Employer contribution / active EE | $3,125 | $5,875-46.8% | $5,169-39.5% | $4,839-35.4% |
| Participant deferral / active EE | $3,597 | $6,357-43.4% | $5,569-35.4% | $6,342-43.3% |
| Admin fee / account holder | $1,707 | $19,818-91.4% | $16,244-89.5% | $12,315-86.1% |