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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 | $83,052 | $185,883-55.3% | $170,043-51.2% | $139,466-40.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.00% | 60.54%-48.5pp | 53.40%-41.4pp | 373.66%-361.7pp |
| Employer contribution / active EE | $2,955 | $7,596-61.1% | $6,790-56.5% | $4,754-37.8% |
| Participant deferral / active EE | $7,529 | $11,626-35.2% | $10,410-27.7% | $6,712+12.2% |
| Admin fee / account holder | $8,977 | $15,393-41.7% | $12,824-30.0% | $11,409-21.3% |