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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 | $83,776 | $175,259-52.2% | $149,723-44.0% | $139,487-39.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.98% | 166.82%-148.8pp | 134.50%-116.5pp | 373.84%-355.9pp |
| Employer contribution / active EE | $3,603 | $5,478-34.2% | $4,821-25.3% | $4,755-24.2% |
| Participant deferral / active EE | $6,988 | $6,522+7.2% | $5,682+23.0% | $6,713+4.1% |
| Admin fee / account holder | $1,917 | $16,158-88.1% | $13,215-85.5% | $11,407-83.2% |