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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 | $92,549 | $217,432-57.4% | $185,849-50.2% | $167,536-44.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.03% | 148.42%-136.4pp | 122.10%-110.1pp | 478.82%-466.8pp |
| Employer contribution / active EE | $4,504 | $5,875-23.3% | $5,169-12.9% | $4,839-6.9% |
| Participant deferral / active EE | $6,484 | $6,357+2.0% | $5,569+16.4% | $6,342+2.2% |
| Admin fee / account holder | $5,265 | $19,818-73.4% | $16,244-67.6% | $12,315-57.2% |