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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 | $70,132 | $183,539-61.8% | $155,556-54.9% | $145,897-51.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.30% | 61.31%-47.0pp | 64.84%-50.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $4,836 | $5,315-9.0% | $4,675+3.4% | $4,663+3.7% |
| Participant deferral / active EE | $5,344 | $6,467-17.4% | $5,631-5.1% | $6,689-20.1% |
| Admin fee / account holder | $2,025 | $19,275-89.5% | $15,885-87.2% | $13,390-84.9% |