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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 | $92,963 | $150,412-38.2% | $120,574-22.9% | $145,884-36.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.71% | 154.50%-143.8pp | 107.42%-96.7pp | 551.85%-541.1pp |
| Employer contribution / active EE | $4,766 | $4,355+9.5% | $3,471+37.3% | $4,662+2.2% |
| Participant deferral / active EE | $5,559 | $6,175-10.0% | $4,996+11.3% | $6,690-16.9% |
| Admin fee / account holder | $3,667 | $12,224-70.0% | $9,445-61.2% | $13,392-72.6% |