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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 | $92,083 | $125,190-26.4% | $105,624-12.8% | $145,897-36.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.82% | 225.22%-214.4pp | 116.20%-105.4pp | 552.29%-541.5pp |
| Employer contribution / active EE | $12,725 | $3,720+242.0% | $3,168+301.7% | $4,663+172.9% |
| Participant deferral / active EE | $5,649 | $5,716-1.2% | $5,013+12.7% | $6,689-15.6% |
| Admin fee / account holder | $1,222 | $17,138-92.9% | $10,961-88.9% | $13,390-90.9% |