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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 | $89,901 | $183,592-51.0% | $155,567-42.2% | $145,959-38.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.91% | 61.24%-48.3pp | 64.74%-51.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $4,074 | $5,315-23.3% | $4,674-12.8% | $4,661-12.6% |
| Participant deferral / active EE | $7,133 | $6,464+10.4% | $5,628+26.8% | $6,689+6.7% |
| Admin fee / account holder | $1,721 | $19,318-91.1% | $15,916-89.2% | $13,398-87.2% |