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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 | $97,060 | $202,463-52.1% | $169,397-42.7% | $139,487-30.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 12.87% | 532.64%-519.8pp | 406.23%-393.4pp | 373.84%-361.0pp |
| Employer contribution / active EE | $12,301 | $4,694+162.1% | $4,013+206.5% | $4,755+158.7% |
| Participant deferral / active EE | $8,356 | $6,941+20.4% | $6,223+34.3% | $6,713+24.5% |
| Admin fee / account holder | $1,724 | $10,726-83.9% | $9,017-80.9% | $11,407-84.9% |