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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 | $91,060 | $175,257-48.0% | $149,717-39.2% | $139,456-34.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.59% | 166.70%-151.1pp | 134.41%-118.8pp | 373.45%-357.9pp |
| Employer contribution / active EE | $3,710 | $5,477-32.3% | $4,820-23.0% | $4,753-21.9% |
| Participant deferral / active EE | $10,222 | $6,521+56.8% | $5,682+79.9% | $6,711+52.3% |
| Admin fee / account holder | $3,512 | $16,156-78.3% | $13,213-73.4% | $11,407-69.2% |