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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 | $75,606 | $134,817-43.9% | $123,973-39.0% | $155,188-51.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.00% | 515.49%-498.5pp | 388.13%-371.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $2,096 | $4,425-52.6% | $4,126-49.2% | $4,248-50.7% |
| Participant deferral / active EE | $6,150 | $5,706+7.8% | $5,247+17.2% | $6,531-5.8% |
| Admin fee / account holder | $7,187 | $13,245-45.7% | $11,799-39.1% | $14,480-50.4% |