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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 | $92,577 | $226,135-59.1% | $182,558-49.3% | $152,909-39.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 13.77% | 192.60%-178.8pp | 148.59%-134.8pp | 345.46%-331.7pp |
| Employer contribution / active EE | $6,319 | $4,979+26.9% | $4,076+55.0% | $4,764+32.6% |
| Participant deferral / active EE | $3,479 | $6,371-45.4% | $5,526-37.0% | $5,851-40.5% |
| Admin fee / account holder | $1,285 | $10,707-88.0% | $8,594-85.1% | $11,601-88.9% |