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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 | $67,085 | $183,592-63.5% | $155,567-56.9% | $145,959-54.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.31% | 61.24%-49.9pp | 64.74%-53.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $4,932 | $5,315-7.2% | $4,674+5.5% | $4,661+5.8% |
| Participant deferral / active EE | $5,925 | $6,464-8.3% | $5,628+5.3% | $6,689-11.4% |
| Admin fee / account holder | $2,103 | $19,318-89.1% | $15,916-86.8% | $13,398-84.3% |