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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 | $100,978 | $217,432-53.6% | $185,849-45.7% | $167,536-39.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.76% | 148.42%-137.7pp | 122.10%-111.3pp | 478.82%-468.1pp |
| Employer contribution / active EE | $6,218 | $5,875+5.8% | $5,169+20.3% | $4,839+28.5% |
| Participant deferral / active EE | $4,161 | $6,357-34.5% | $5,569-25.3% | $6,342-34.4% |
| Admin fee / account holder | $2,388 | $19,818-88.0% | $16,244-85.3% | $12,315-80.6% |