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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 | $120,062 | $134,817-10.9% | $123,973-3.2% | $155,188-22.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.78% | 515.49%-497.7pp | 388.13%-370.3pp | 148.84%-131.1pp |
| Employer contribution / active EE | $3,423 | $4,425-22.6% | $4,126-17.0% | $4,248-19.4% |
| Participant deferral / active EE | $3,125 | $5,706-45.2% | $5,247-40.5% | $6,531-52.2% |
| Admin fee / account holder | $15,419 | $13,245+16.4% | $11,799+30.7% | $14,480+6.5% |