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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 | $78,893 | $72,071+9.5% | $68,368+15.4% | $137,256-42.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.91% | 353.14%-338.2pp | 292.57%-277.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,398 | $2,788-14.0% | $2,649-9.5% | $4,156-42.3% |
| Participant deferral / active EE | $2,933 | $4,410-33.5% | $4,123-28.9% | $6,407-54.2% |
| Admin fee / account holder | $976 | $5,336-81.7% | $5,150-81.0% | $12,270-92.0% |