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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 | $97,904 | $175,259-44.1% | $149,723-34.6% | $139,487-29.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.02% | 166.82%-148.8pp | 134.50%-116.5pp | 373.84%-355.8pp |
| Employer contribution / active EE | $2,536 | $5,478-53.7% | $4,821-47.4% | $4,755-46.7% |
| Participant deferral / active EE | $6,927 | $6,522+6.2% | $5,682+21.9% | $6,713+3.2% |
| Admin fee / account holder | $4,868 | $16,158-69.9% | $13,215-63.2% | $11,407-57.3% |