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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 | $90,321 | $175,259-48.5% | $149,723-39.7% | $139,487-35.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.56% | 166.82%-154.3pp | 134.50%-121.9pp | 373.84%-361.3pp |
| Employer contribution / active EE | $4,967 | $5,478-9.3% | $4,821+3.0% | $4,755+4.5% |
| Participant deferral / active EE | $9,613 | $6,522+47.4% | $5,682+69.2% | $6,713+43.2% |
| Admin fee / account holder | $707 | $16,158-95.6% | $13,215-94.7% | $11,407-93.8% |