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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 | $92,955 | $81,696+13.8% | $70,494+31.9% | $158,982-41.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.91% | 208.70%-203.8pp | 109.16%-104.2pp | 302.99%-298.1pp |
| Employer contribution / active EE | $3,282 | $3,220+1.9% | $2,738+19.9% | $4,763-31.1% |
| Participant deferral / active EE | $5,500 | $4,558+20.7% | $3,711+48.2% | $5,983-8.1% |
| Admin fee / account holder | $6,628 | $6,200+6.9% | $3,848+72.2% | $11,252-41.1% |