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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 | $89,739 | $183,539-51.1% | $155,556-42.3% | $145,897-38.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 169.26% | 61.31%+108.0pp | 64.84%+104.4pp | 552.29%-383.0pp |
| Employer contribution / active EE | $7,256 | $5,315+36.5% | $4,675+55.2% | $4,663+55.6% |
| Participant deferral / active EE | $6,241 | $6,467-3.5% | $5,631+10.8% | $6,689-6.7% |
| Admin fee / account holder | $1,190 | $19,275-93.8% | $15,885-92.5% | $13,390-91.1% |