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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 | $74,153 | $72,071+2.9% | $68,368+8.5% | $137,256-46.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.91% | 353.14%-337.2pp | 292.57%-276.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,705 | $2,788-3.0% | $2,649+2.1% | $4,156-34.9% |
| Participant deferral / active EE | $4,665 | $4,410+5.8% | $4,123+13.2% | $6,407-27.2% |
| Admin fee / account holder | $1,868 | $5,336-65.0% | $5,150-63.7% | $12,270-84.8% |