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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 | $99,907 | $176,077-43.3% | $159,455-37.3% | $167,518-40.4% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 17.25% | 331.83%-314.6pp | 263.63%-246.4pp | 478.71%-461.5pp |
| Employer contribution / active EE | $19,310 | $5,298+264.5% | $4,830+299.8% | $4,838+299.1% |
| Participant deferral / active EE | $7,436 | $7,751-4.1% | $7,353+1.1% | $6,342+17.2% |
| Admin fee / account holder | $1,072 | $12,556-91.5% | $10,800-90.1% | $12,312-91.3% |