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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 | $87,212 | $144,130-39.5% | $117,861-26.0% | $147,586-40.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.98% | 531.20%-516.2pp | 335.11%-320.1pp | 578.59%-563.6pp |
| Employer contribution / active EE | $2,764 | $4,897-43.6% | $3,786-27.0% | $4,876-43.3% |
| Participant deferral / active EE | $4,919 | $5,316-7.5% | $4,482+9.8% | $5,439-9.6% |
| Admin fee / account holder | $1,172 | $10,887-89.2% | $8,021-85.4% | $10,886-89.2% |