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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 | $97,514 | $217,432-55.2% | $185,849-47.5% | $167,536-41.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.96% | 148.42%-131.5pp | 122.10%-105.1pp | 478.82%-461.9pp |
| Employer contribution / active EE | $5,014 | $5,875-14.6% | $5,169-3.0% | $4,839+3.6% |
| Participant deferral / active EE | $10,103 | $6,357+58.9% | $5,569+81.4% | $6,342+59.3% |
| Admin fee / account holder | $1,705 | $19,818-91.4% | $16,244-89.5% | $12,315-86.2% |