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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 | $95,120 | $183,988-48.3% | $162,177-41.3% | $152,897-37.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.06% | 150.79%-135.7pp | 115.60%-100.5pp | 345.43%-330.4pp |
| Employer contribution / active EE | $5,882 | $6,370-7.7% | $5,613+4.8% | $4,764+23.5% |
| Participant deferral / active EE | $10,821 | $8,032+34.7% | $7,297+48.3% | $5,851+84.9% |
| Admin fee / account holder | $12,955 | $13,123-1.3% | $10,843+19.5% | $11,599+11.7% |