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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 | $75,694 | $160,028-52.7% | $147,080-48.5% | $145,884-48.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.07% | 98.60%-75.5pp | 420.17%-397.1pp | 551.85%-528.8pp |
| Employer contribution / active EE | $6,158 | $5,286+16.5% | $4,933+24.8% | $4,662+32.1% |
| Participant deferral / active EE | $9,834 | $8,422+16.8% | $8,066+21.9% | $6,690+47.0% |
| Admin fee / account holder | $5,609 | $15,030-62.7% | $12,989-56.8% | $13,392-58.1% |