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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 | $97,645 | $175,259-44.3% | $149,723-34.8% | $139,487-30.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.49% | 166.82%-142.3pp | 134.50%-110.0pp | 373.84%-349.4pp |
| Employer contribution / active EE | $6,550 | $5,478+19.6% | $4,821+35.9% | $4,755+37.8% |
| Participant deferral / active EE | $5,021 | $6,522-23.0% | $5,682-11.6% | $6,713-25.2% |
| Admin fee / account holder | $3,381 | $16,158-79.1% | $13,215-74.4% | $11,407-70.4% |