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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 | $96,866 | $175,231-44.7% | $149,696-35.3% | $139,466-30.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.76% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $5,538 | $5,478+1.1% | $4,821+14.9% | $4,754+16.5% |
| Participant deferral / active EE | $4,818 | $6,521-26.1% | $5,682-15.2% | $6,712-28.2% |
| Admin fee / account holder | $2,832 | $16,155-82.5% | $13,212-78.6% | $11,409-75.2% |