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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 | $114,137 | $183,516-37.8% | $155,534-26.6% | $145,884-21.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.18% | 61.43%-48.2pp | 64.92%-51.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $4,668 | $5,315-12.2% | $4,675-0.2% | $4,662+0.1% |
| Participant deferral / active EE | $1,900 | $6,467-70.6% | $5,630-66.3% | $6,690-71.6% |
| Admin fee / account holder | $2,705 | $19,293-86.0% | $15,900-83.0% | $13,392-79.8% |