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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 | $91,273 | $175,257-47.9% | $149,717-39.0% | $139,456-34.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.60% | 166.70%-152.1pp | 134.41%-119.8pp | 373.45%-358.8pp |
| Employer contribution / active EE | $2,638 | $5,477-51.8% | $4,820-45.3% | $4,753-44.5% |
| Participant deferral / active EE | $11,981 | $6,521+83.7% | $5,682+110.9% | $6,711+78.5% |
| Admin fee / account holder | $1,383 | $16,156-91.4% | $13,213-89.5% | $11,407-87.9% |