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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 | $84,963 | $175,259-51.5% | $149,723-43.3% | $139,487-39.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.80% | 166.82%-152.0pp | 134.50%-119.7pp | 373.84%-359.0pp |
| Employer contribution / active EE | $5,256 | $5,478-4.1% | $4,821+9.0% | $4,755+10.5% |
| Participant deferral / active EE | $6,585 | $6,522+1.0% | $5,682+15.9% | $6,713-1.9% |
| Admin fee / account holder | $671 | $16,158-95.8% | $13,215-94.9% | $11,407-94.1% |