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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 | $183,539-63.4% | $155,556-56.9% | $145,897-54.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.31% | 61.31%-50.0pp | 64.84%-53.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $4,932 | $5,315-7.2% | $4,675+5.5% | $4,663+5.8% |
| Participant deferral / active EE | $5,925 | $6,467-8.4% | $5,631+5.2% | $6,689-11.4% |
| Admin fee / account holder | $2,103 | $19,275-89.1% | $15,885-86.8% | $13,390-84.3% |