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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 | $56,286 | $183,539-69.3% | $155,556-63.8% | $145,897-61.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.17% | 61.31%-47.1pp | 64.84%-50.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $5,160 | $5,315-2.9% | $4,675+10.4% | $4,663+10.7% |
| Participant deferral / active EE | $4,707 | $6,467-27.2% | $5,631-16.4% | $6,689-29.6% |
| Admin fee / account holder | $8,895 | $19,275-53.9% | $15,885-44.0% | $13,390-33.6% |