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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 | $81,807 | $196,972-58.5% | $182,262-55.1% | $198,609-58.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.85% | 158.27%-142.4pp | 140.60%-124.7pp | 202.70%-186.9pp |
| Employer contribution / active EE | $4,622 | $5,364-13.8% | $5,046-8.4% | $5,055-8.6% |
| Participant deferral / active EE | $7,467 | $8,643-13.6% | $8,276-9.8% | $6,977+7.0% |
| Admin fee / account holder | $7,316 | $18,429-60.3% | $16,712-56.2% | $19,030-61.6% |