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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 | $94,379 | $175,257-46.1% | $149,717-37.0% | $139,456-32.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.09% | 166.70%-148.6pp | 134.41%-116.3pp | 373.45%-355.4pp |
| Employer contribution / active EE | $4,510 | $5,477-17.7% | $4,820-6.4% | $4,753-5.1% |
| Participant deferral / active EE | $8,686 | $6,521+33.2% | $5,682+52.9% | $6,711+29.4% |
| Admin fee / account holder | $1,355 | $16,156-91.6% | $13,213-89.7% | $11,407-88.1% |