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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 | $71,358 | $175,257-59.3% | $149,717-52.3% | $139,456-48.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.45% | 166.70%-150.2pp | 134.41%-118.0pp | 373.45%-357.0pp |
| Employer contribution / active EE | $6,629 | $5,477+21.0% | $4,820+37.5% | $4,753+39.5% |
| Participant deferral / active EE | $5,865 | $6,521-10.1% | $5,682+3.2% | $6,711-12.6% |
| Admin fee / account holder | $12,505 | $16,156-22.6% | $13,213-5.4% | $11,407+9.6% |