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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 | $55,636 | $160,028-65.2% | $147,080-62.2% | $145,884-61.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.86% | 98.60%-72.7pp | 420.17%-394.3pp | 551.85%-526.0pp |
| Employer contribution / active EE | $3,321 | $5,286-37.2% | $4,933-32.7% | $4,662-28.8% |
| Participant deferral / active EE | $7,643 | $8,422-9.3% | $8,066-5.2% | $6,690+14.2% |
| Admin fee / account holder | $1,218 | $15,030-91.9% | $12,989-90.6% | $13,392-90.9% |