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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 | $90,779 | $175,259-48.2% | $149,723-39.4% | $139,487-34.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.62% | 166.82%-154.2pp | 134.50%-121.9pp | 373.84%-361.2pp |
| Employer contribution / active EE | $2,192 | $5,478-60.0% | $4,821-54.5% | $4,755-53.9% |
| Participant deferral / active EE | $2,991 | $6,522-54.1% | $5,682-47.4% | $6,713-55.4% |
| Admin fee / account holder | $11,476 | $16,158-29.0% | $13,215-13.2% | $11,407+0.6% |