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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 | $98,763 | $175,231-43.6% | $149,696-34.0% | $139,466-29.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.56% | 166.77%-149.2pp | 134.46%-116.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $4,698 | $5,478-14.2% | $4,821-2.5% | $4,754-1.2% |
| Participant deferral / active EE | $6,176 | $6,521-5.3% | $5,682+8.7% | $6,712-8.0% |
| Admin fee / account holder | $2,432 | $16,155-84.9% | $13,212-81.6% | $11,409-78.7% |