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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 | $98,688 | $175,259-43.7% | $149,723-34.1% | $139,487-29.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.01% | 166.82%-154.8pp | 134.50%-122.5pp | 373.84%-361.8pp |
| Employer contribution / active EE | $5,227 | $5,478-4.6% | $4,821+8.4% | $4,755+9.9% |
| Participant deferral / active EE | $6,608 | $6,522+1.3% | $5,682+16.3% | $6,713-1.6% |
| Admin fee / account holder | $5,063 | $16,158-68.7% | $13,215-61.7% | $11,407-55.6% |