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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 | $49,671 | $138,075-64.0% | $123,552-59.8% | $135,379-63.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.96% | 153.70%-146.7pp | 119.20%-112.2pp | 519.79%-512.8pp |
| Employer contribution / active EE | $4,892 | $5,152-5.1% | $4,628+5.7% | $4,779+2.4% |
| Participant deferral / active EE | $8,440 | $6,800+24.1% | $6,426+31.3% | $5,609+50.5% |
| Admin fee / account holder | $14,097 | $10,917+29.1% | $9,285+51.8% | $10,828+30.2% |