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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 | $46,425 | $175,231-73.5% | $149,696-69.0% | $139,466-66.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.25% | 166.77%-150.5pp | 134.46%-118.2pp | 373.66%-357.4pp |
| Employer contribution / active EE | $5,579 | $5,478+1.9% | $4,821+15.7% | $4,754+17.4% |
| Participant deferral / active EE | $6,102 | $6,521-6.4% | $5,682+7.4% | $6,712-9.1% |
| Admin fee / account holder | $5,429 | $16,155-66.4% | $13,212-58.9% | $11,409-52.4% |