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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 | $83,532 | $175,231-52.3% | $149,696-44.2% | $139,466-40.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.51% | 166.77%-148.3pp | 134.46%-115.9pp | 373.66%-355.2pp |
| Employer contribution / active EE | $2,948 | $5,478-46.2% | $4,821-38.8% | $4,754-38.0% |
| Participant deferral / active EE | $10,019 | $6,521+53.6% | $5,682+76.3% | $6,712+49.3% |
| Admin fee / account holder | $6,228 | $16,155-61.5% | $13,212-52.9% | $11,409-45.4% |