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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 | $116,841 | $175,231-33.3% | $149,696-21.9% | $139,466-16.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.49% | 166.77%-147.3pp | 134.46%-115.0pp | 373.66%-354.2pp |
| Employer contribution / active EE | $8,088 | $5,478+47.7% | $4,821+67.8% | $4,754+70.1% |
| Participant deferral / active EE | $11,615 | $6,521+78.1% | $5,682+104.4% | $6,712+73.0% |
| Admin fee / account holder | $4,945 | $16,155-69.4% | $13,212-62.6% | $11,409-56.7% |