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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 | $128,319 | $217,432-41.0% | $185,849-31.0% | $167,536-23.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.86% | 148.42%-135.6pp | 122.10%-109.2pp | 478.82%-466.0pp |
| Employer contribution / active EE | $5,077 | $5,875-13.6% | $5,169-1.8% | $4,839+4.9% |
| Participant deferral / active EE | $4,871 | $6,357-23.4% | $5,569-12.5% | $6,342-23.2% |
| Admin fee / account holder | $6,572 | $19,818-66.8% | $16,244-59.5% | $12,315-46.6% |