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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 | $75,830 | $175,259-56.7% | $149,723-49.4% | $139,487-45.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.86% | 166.82%-150.0pp | 134.50%-117.6pp | 373.84%-357.0pp |
| Employer contribution / active EE | $5,305 | $5,478-3.2% | $4,821+10.0% | $4,755+11.6% |
| Participant deferral / active EE | $10,337 | $6,522+58.5% | $5,682+81.9% | $6,713+54.0% |
| Admin fee / account holder | $2,496 | $16,158-84.6% | $13,215-81.1% | $11,407-78.1% |