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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 | $87,213 | $160,028-45.5% | $147,080-40.7% | $145,884-40.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.33% | 98.60%-83.3pp | 420.17%-404.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $5,288 | $5,2860% | $4,933+7.2% | $4,662+13.4% |
| Participant deferral / active EE | $9,254 | $8,422+9.9% | $8,066+14.7% | $6,690+38.3% |
| Admin fee / account holder | $2,843 | $15,030-81.1% | $12,989-78.1% | $13,392-78.8% |