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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 | $128,953 | $217,432-40.7% | $185,849-30.6% | $167,536-23.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 27.55% | 148.42%-120.9pp | 122.10%-94.5pp | 478.82%-451.3pp |
| Employer contribution / active EE | $4,832 | $5,875-17.8% | $5,169-6.5% | $4,839-0.2% |
| Participant deferral / active EE | $5,972 | $6,357-6.1% | $5,569+7.2% | $6,342-5.8% |
| Admin fee / account holder | $1,161 | $19,818-94.1% | $16,244-92.9% | $12,315-90.6% |