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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 | $75,950 | $185,905-59.1% | $170,057-55.3% | $139,487-45.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.97% | 60.56%-49.6pp | 53.42%-42.4pp | 373.84%-362.9pp |
| Employer contribution / active EE | $6,297 | $7,597-17.1% | $6,790-7.3% | $4,755+32.4% |
| Participant deferral / active EE | $5,043 | $11,627-56.6% | $10,411-51.6% | $6,713-24.9% |
| Admin fee / account holder | $11,474 | $15,397-25.5% | $12,826-10.5% | $11,407+0.6% |