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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 | $87,410 | $184,000-52.5% | $162,185-46.1% | $152,909-42.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.40% | 150.80%-128.4pp | 115.61%-93.2pp | 345.46%-323.1pp |
| Employer contribution / active EE | $5,065 | $6,370-20.5% | $5,613-9.8% | $4,764+6.3% |
| Participant deferral / active EE | $4,339 | $8,033-46.0% | $7,297-40.5% | $5,851-25.8% |
| Admin fee / account holder | $10,882 | $13,124-17.1% | $10,844+0.4% | $11,601-6.2% |