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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 | $66,919 | $196,972-66.0% | $182,262-63.3% | $198,609-66.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.13% | 158.27%-140.1pp | 140.60%-122.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $3,273 | $5,364-39.0% | $5,046-35.1% | $5,055-35.3% |
| Participant deferral / active EE | $7,993 | $8,643-7.5% | $8,276-3.4% | $6,977+14.6% |
| Admin fee / account holder | $3,107 | $18,429-83.1% | $16,712-81.4% | $19,030-83.7% |