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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 | $89,513 | $198,457-54.9% | $170,435-47.5% | $147,586-39.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.04% | 257.30%-242.3pp | 205.94%-190.9pp | 578.59%-563.6pp |
| Employer contribution / active EE | $2,374 | $6,183-61.6% | $5,432-56.3% | $4,876-51.3% |
| Participant deferral / active EE | $7,029 | $5,629+24.9% | $4,939+42.3% | $5,439+29.2% |
| Admin fee / account holder | $10,772 | $16,852-36.1% | $13,881-22.4% | $10,886-1.0% |