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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 | $89,496 | $196,972-54.6% | $182,262-50.9% | $198,609-54.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.66% | 158.27%-141.6pp | 140.60%-123.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $4,776 | $5,364-11.0% | $5,046-5.4% | $5,055-5.5% |
| Participant deferral / active EE | $13,966 | $8,643+61.6% | $8,276+68.7% | $6,977+100.2% |
| Admin fee / account holder | $1,302 | $18,429-92.9% | $16,712-92.2% | $19,030-93.2% |