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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 | $95,044 | $175,231-45.8% | $149,696-36.5% | $139,466-31.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.02% | 166.77%-151.7pp | 134.46%-119.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $2,954 | $5,478-46.1% | $4,821-38.7% | $4,754-37.9% |
| Participant deferral / active EE | $5,356 | $6,521-17.9% | $5,682-5.7% | $6,712-20.2% |
| Admin fee / account holder | $1,728 | $16,155-89.3% | $13,212-86.9% | $11,409-84.9% |