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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 | $82,486 | $144,130-42.8% | $117,861-30.0% | $147,586-44.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.63% | 531.20%-516.6pp | 335.11%-320.5pp | 578.59%-564.0pp |
| Employer contribution / active EE | $2,489 | $4,897-49.2% | $3,786-34.3% | $4,876-49.0% |
| Participant deferral / active EE | $5,998 | $5,316+12.8% | $4,482+33.8% | $5,439+10.3% |
| Admin fee / account holder | $905 | $10,887-91.7% | $8,021-88.7% | $10,886-91.7% |