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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 | $54,093 | $144,130-62.5% | $117,861-54.1% | $147,586-63.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.81% | 531.20%-516.4pp | 335.11%-320.3pp | 578.59%-563.8pp |
| Employer contribution / active EE | $4,185 | $4,897-14.5% | $3,786+10.5% | $4,876-14.2% |
| Participant deferral / active EE | $9,210 | $5,316+73.2% | $4,482+105.5% | $5,439+69.3% |
| Admin fee / account holder | $15,748 | $10,887+44.6% | $8,021+96.3% | $10,886+44.7% |