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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 | $97,042 | $217,432-55.4% | $185,849-47.8% | $167,536-42.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.10% | 148.42%-133.3pp | 122.10%-107.0pp | 478.82%-463.7pp |
| Employer contribution / active EE | $4,110 | $5,875-30.0% | $5,169-20.5% | $4,839-15.1% |
| Participant deferral / active EE | $8,067 | $6,357+26.9% | $5,569+44.9% | $6,342+27.2% |
| Admin fee / account holder | $6,633 | $19,818-66.5% | $16,244-59.2% | $12,315-46.1% |