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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 | $90,439 | $160,028-43.5% | $147,080-38.5% | $145,884-38.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.85% | 98.60%-83.7pp | 420.17%-405.3pp | 551.85%-537.0pp |
| Employer contribution / active EE | $5,277 | $5,286-0.2% | $4,933+7.0% | $4,662+13.2% |
| Participant deferral / active EE | $6,715 | $8,422-20.3% | $8,066-16.8% | $6,690+0.4% |
| Admin fee / account holder | $1,251 | $15,030-91.7% | $12,989-90.4% | $13,392-90.7% |