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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 | $79,980 | $217,432-63.2% | $185,851-57.0% | $167,553-52.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.78% | 148.43%-137.7pp | 122.11%-111.3pp | 478.89%-468.1pp |
| Employer contribution / active EE | $2,777 | $5,874-52.7% | $5,168-46.3% | $4,840-42.6% |
| Participant deferral / active EE | $6,627 | $6,357+4.2% | $5,569+19.0% | $6,343+4.5% |
| Admin fee / account holder | $2,512 | $19,820-87.3% | $16,245-84.5% | $12,316-79.6% |